Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $55,597 |
BEMANAGED9+ years Filed as: BEMANAGED DBA ACTIUM LLC Service code 16 · EIN 59-3835428 | Consulting | $22,438 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,675 | $99,201-15.7% | $96,544-13.3% | $74,473+12.4% |
| Participation rate | 98.9% | 80.7%+18.2pp | 76.0%+22.9pp | 70.7%+28.1pp |
| Annual return | 15.49% | 22.40%-6.9pp | 25.88%-10.4pp | 34.36%-18.9pp |
| Employer contribution / active EE | $2,508 | $2,570-2.4% | $2,966-15.5% | $2,638-5.0% |
| Participant deferral / active EE | $5,796 | $4,938+17.4% | $4,851+19.5% | $4,530+27.9% |
| Admin fee / account holder | $98 | $225-56.6% | $8,254-98.8% | $347-71.9% |