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: PLANNED FINANCIAL GROWTH COMPANY Service code 28 629H NERITA STREET · SANIBEL, FL 33957 | Investment Management | $20,441 |
ANDERSON, TACKMAN & COMPANY, PLC1+ years Filed as: ANDERSON, TACKMAN & COMPANY Service code 10 · EIN 38-1977929 1249 W. LIEBAU ROAD, SUITE 200 · MEQUON, WI 53092 | Accounting | $8,150 |
Filed as: EMPOWER RETIREMENT Service code 19 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities Custodian | $6,527 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $18,892 | $48,364-60.9% | $71,796-73.7% | $62,881-70.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | -3.83% | 13.16%-17.0pp | 78.04%-81.9pp | 20.14%-24.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $151 | $3,771-96.0% | $4,815-96.9% | $4,296-96.5% |