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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $158,889 |
INDEPENDENT FINANCIAL PARTNERS7+ years Service code 16 · EIN 59-3331424 | Consulting | $80,167 |
WARNER FINANCIAL, INC.3 years Service code 16 · EIN 20-2676231 | Consulting | $56,459 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Sub-transfer agency fees; Securities ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,355 | $185,342-38.3% | $111,303+2.7% | $86,813+31.7% |
| Participation rate | 95.9% | 81.0%+14.9pp | 77.3%+18.6pp | 72.3%+23.6pp |
| Annual return | 18.45% | 500.80%-482.3pp | 54.66%-36.2pp | 97.93%-79.5pp |
| Employer contribution / active EE | $5,054 | $2,246+125.0% | $2,731+85.1% | $2,406+110.1% |
| Participant deferral / active EE | $9,924 | $4,458+122.6% | $4,487+121.2% | $4,131+140.2% |
| Admin fee / account holder | $289 | $255+13.0% | $7,966-96.4% | $170+70.2% |