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 27 · EIN 45-4357540 | Advisory (Plan) | $49,359 |
Filed as: ASSETMARK INC Service code 27 · EIN 58-2113323 | Advisory (Plan) | $43,552 |
HILL INVESTMENT GROUP LLC9 years Service code 27 · EIN 20-3028354 | Advisory (Plan) | $22,470 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $479,963 | $101,591+372.4% | $147,096+226.3% | $74,429+544.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.22% | 8746.45%-8734.2pp | 419.75%-407.5pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $18,605 | $3,813+388.0% | $4,936+276.9% | $2,625+608.8% |
| Participant deferral / active EE | $14,162 | $7,302+93.9% | $8,071+75.5% | $4,348+225.7% |
| Admin fee / account holder | $799 | $1,750-54.3% | $13,005-93.9% | $1,944-58.9% |