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 |
|---|---|---|
ACG ADVISORY SERVICES4+ years Service code 27 · EIN 54-1583006 | Advisory (Plan) | $99,918 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 · EIN 95-2769620 | Recordkeeping Fees | $3,823 |
ACTUARIAL BENEFITS CORP4+ years Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 · EIN 54-1437648 | Contract Administrator | $1,200 |
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 | $129,536 | $37,196+248.3% | $154,108-15.9% | $55,725+132.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -3.34% | 1319.68%-1323.0pp | 735.21%-738.5pp | 244.93%-248.3pp |
| Employer contribution / active EE | $6,283 | $1,614+289.3% | $5,298+18.6% | $2,078+202.3% |
| Participant deferral / active EE | $5,141 | $2,068+148.6% | $5,081+1.2% | $3,356+53.2% |
| Admin fee / account holder | $241 | $102+137.6% | $13,411-98.2% | $115+109.5% |