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: EAGLESTONE RETIREMENT SERVICES INC Service code 49 1101 WOOTTON PKWY STE 400 · ROCKVILLE, MD 20852 | Other Services | $0 |
Service code 49 1175 JOHN STREET · W. HENRIETTA, NY 14586 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,716 | $82,674-68.9% | $125,381-79.5% | $68,486-62.5% |
| Participation rate | 70.9% | 75.1%-4.2pp | 82.4%-11.5pp | 67.9%+3.0pp |
| Annual return | -23.47% | -5.97%-17.5pp | 572.31%-595.8pp | -7.85%-15.6pp |
| Employer contribution / active EE | $2,077 | $3,382-38.6% | $4,815-56.9% | $2,597-20.0% |
| Participant deferral / active EE | $4,380 | $6,111-28.3% | $7,448-41.2% | $4,028+8.7% |
| Admin fee / account holder | $139 | $6,277-97.8% | $10,007-98.6% | $5,404-97.4% |