Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMSTOCK ADVISORS3 years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Consulting fees; Valuation (appraisal... | $0 |
ESOP FIDUCIARIES3 years Service code 31 · EIN 82-1679944 | Named fiduciary; Consulting fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,980 | $104,336-92.4% | $159,474-95.0% | $86,821-90.8% |
| Participation rate | 95.7% | 77.7%+18.0pp | 82.8%+12.9pp | 72.3%+23.4pp |
| Annual return | -33.52% | 26.32%-59.8pp | 263.68%-297.2pp | 97.94%-131.5pp |
| Employer contribution / active EE | $2,607 | $3,451-24.5% | $4,831-46.0% | $2,406+8.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $173 | $172+0.4% | $10,802-98.4% | $170+1.9% |