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 13 · EIN 56-2263714 | Contract Administrator | $59,395 |
AMERICAN FUNDS9+ years Filed as: ADVANCED CAPITAL GROUP Service code 26 · EIN 41-0192196 | Advisory (Participants) | $52,500 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC. Service code 13 · EIN 91-0675641 | Contract Administrator | $9,976 |
MATRIX TRUST COMPANY9+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $447 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,524 | $61,391+218.5% | $149,723+30.6% | $71,529+173.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 12.15% | 35.88%-23.7pp | 134.50%-122.3pp | 28.97%-16.8pp |
| Employer contribution / active EE | $10,679 | $2,384+348.0% | $4,821+121.5% | $2,590+312.4% |
| Participant deferral / active EE | $7,366 | $2,921+152.2% | $5,682+29.6% | $4,291+71.6% |
| Admin fee / account holder | $292 | $1,264-76.9% | $13,215-97.8% | $1,588-81.6% |