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 15 · EIN 65-0608221 | Recordkeeping | $30,391 |
Filed as: FIRST ALLIED ADVISORY SERVICES Service code 26 200 N. PACIFIC COAST HIGHWAY · EL SEGUNDO, CA 90245 | Advisory (Participants) | $25,361 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $25,361 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,488 | $91,424+31.8% | $135,942-11.4% | $71,495+68.5% |
| Participation rate | 89.7% | 75.7%+14.1pp | 81.9%+7.8pp | 67.9%+21.8pp |
| Annual return | 23.34% | 29.90%-6.6pp | 68.28%-44.9pp | 28.85%-5.5pp |
| Employer contribution / active EE | $3,729 | $3,704+0.7% | $4,858-23.2% | $2,589+44.0% |
| Participant deferral / active EE | $8,849 | $7,092+24.8% | $7,759+14.1% | $4,291+106.2% |
| Admin fee / account holder | $503 | $1,266-60.3% | $10,764-95.3% | $1,588-68.3% |