Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENTEC PENSION MGMT GROUP, INC. Service code 13 700 S. MARIENFELD · MIDLAND, TX 79701 | Contract Administrator | $2,076 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $1,520 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,025 |
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 | $6,576 | $73,532-91.1% | $178,540-96.3% | $74,459-91.2% |
| Participation rate | 89.9% | 66.6%+23.3pp | 77.1%+12.7pp | 67.2%+22.6pp |
| Annual return | 0.00% | 17.51%-17.5pp | 27.15%-27.1pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $3,329 | $2,221+49.9% | $3,953-15.8% | $2,626+26.8% |
| Participant deferral / active EE | $3,408 | $4,519-24.6% | $6,281-45.7% | $4,350-21.7% |
| Admin fee / account holder | $35 | $1,813-98.1% | $10,424-99.7% | $1,945-98.2% |