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 |
|---|---|---|
SBHU LIFE AGENCY INC1+ years Service code 55 SUITE 300 · OWINGS MILLS, MD 21117 | Other Commissions | $25,624 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $23,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,210 | $44,2290% | $155,789-71.6% | $55,191-19.9% |
| Participation rate | 60.8% | 60.8%0pp | 76.1%-15.3pp | 69.2%-8.4pp |
| Annual return | 0.67% | 0.37%+0.3pp | 71.54%-70.9pp | 10.78%-10.1pp |
| Employer contribution / active EE | $0 | $1,317-100.0% | $3,839-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,105 | $2,851-26.2% | $4,798-56.1% | $3,046-30.9% |
| Admin fee / account holder | $61 | $86-29.2% | $7,477-99.2% | $91-32.8% |