Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NICHOLAS L. SAAKVITNE1+ years Filed as: NICHOLAS SAAKVITNE Service code 25 · EIN 95-4096489 532 COLORADO AVENUE · SANTA MONICA, CA 90401 | Directed Trustee | $42,000 |
WILLIAM J. GRIMM1+ years Service code 25 · EIN 45-4049785 1270 NORTHLAND DRIVE · ST. PAUL, MN 55120 | Directed Trustee | $4,375 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $415,031-100.0% | $151,941-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | - |
| Annual return | 210.69% | 15.23%+195.5pp | 5.44%+205.2pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $25,481-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $65-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $11,765-100.0% | - |