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: WELL DONE LLC DBA CAPTRUST FINANCIA Service code 17 85 E 8TH STREET STE 150 · HOLLAND, MI 49423 | Pension Consulting | $3,068 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RPS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $2,060 |
Filed as: KDP RETIREMENT PLAN SERVICES Service code 10 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Accounting | $1,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,073 | $65,322-70.8% | $70,476-72.9% | $73,493-74.0% |
| Participation rate | 52.7% | 77.0%-24.3pp | 75.1%-22.4pp | 70.7%-18.0pp |
| Annual return | 7.33% | 15.71%-8.4pp | 109.12%-101.8pp | 28.51%-21.2pp |
| Employer contribution / active EE | $677 | $2,460-72.5% | $2,738-75.3% | $2,270-70.2% |
| Participant deferral / active EE | $1,680 | $3,375-50.2% | $3,710-54.7% | $3,740-55.1% |
| Admin fee / account holder | $92 | $214-57.1% | $3,847-97.6% | $513-82.1% |