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 |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $26,297 |
SECURITIES AMERICA INC7 years Filed as: SECURITIES AMERICA, INC Service code 27 · EIN 11-2551174 12325 PORT GRACE BLVD., · LAVISTA, NE 68128 | Advisory (Plan) | $19,093 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $13,061 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 27 · EIN 36-3036100 0029, 14800 FRYE ROAD · FORTH WORTH, TX 76155 | Advisory (Plan) | $7,090 |
ASCENSUS LLC2 years Filed as: FUTURE PLAN BY ASCENSUS Service code 63 415 8TH AVE NE, PO BOX 979 · BRAINERD, MN 56401 | 12b-1 Fees | $3,925 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,940 | $55,472+82.0% | $155,567-35.1% | $74,546+35.4% |
| Participation rate | 96.2% | 61.9%+34.3pp | 78.2%+18.0pp | 67.2%+29.0pp |
| Annual return | 14.06% | 268.72%-254.7pp | 64.74%-50.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $3,203 | $2,269+41.2% | $4,674-31.5% | $2,624+22.0% |
| Participant deferral / active EE | $3,323 | $2,838+17.1% | $5,628-40.9% | $4,347-23.6% |
| Admin fee / account holder | $215 | $1,743-87.7% | $15,916-98.7% | $1,944-89.0% |