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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $59,655 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,948 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $297 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,562 | $56,540-24.7% | $185,849-77.1% | $86,821-51.0% |
| Participation rate | 78.9% | 65.5%+13.4pp | 81.7%-2.8pp | 72.3%+6.6pp |
| Annual return | 12.61% | 118.20%-105.6pp | 122.10%-109.5pp | 97.94%-85.3pp |
| Employer contribution / active EE | $1,502 | $1,844-18.6% | $5,169-70.9% | $2,406-37.6% |
| Participant deferral / active EE | $3,468 | $2,555+35.7% | $5,569-37.7% | $4,132-16.1% |
| Admin fee / account holder | $113 | $150-24.5% | $16,244-99.3% | $170-33.4% |