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 |
|---|---|---|
Filed as: LAWLEY RETIREMENT ADVISORS Service code 27 · EIN 27-4034238 | Advisory (Plan) | $12,154 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $5,132 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 PRINCIPAL FINANACIAL GROUP · DES MOINES, IA 50392 | Contract Administrator | $4,486 |
CADARET GRANT & CO INC3+ years Filed as: CADARET GRANT AGENCY INC. Service code 49 · EIN 16-1305463 | Other Services | $3,008 |
CADARET GRANT & CO INC3+ years Filed as: CADARET GRANT & CO INC. Service code 49 | Other Services | $473 |
CADARET GRANT & CO INC3+ years Filed as: CADARET GRANT & CO. INC. Service code 49 · EIN 22-2361254 | Other Services | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,782 | $63,314+59.2% | $91,004+10.7% | $62,293+61.8% |
| Participation rate | 96.1% | 73.3%+22.8pp | 75.6%+20.5pp | 69.5%+26.6pp |
| Annual return | 17.31% | 21.00%-3.7pp | 4.60%+12.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $6,968 | $1,807+285.6% | $2,456+183.8% | $2,042+241.2% |
| Participant deferral / active EE | $4,886 | $2,944+66.0% | $3,548+37.7% | $3,169+54.2% |
| Admin fee / account holder | $25 | $468-94.7% | $5,417-99.5% | $479-94.8% |