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: ANTHONY INVESTMENT MANAGEMENT LLC Service code 27 · EIN 45-4459627 | Advisory (Plan) | $23,958 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,779 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,755 | $102,429-15.3% | $147,096-41.0% | $80,925+7.2% |
| Participation rate | 91.1% | 75.9%+15.2pp | 82.2%+8.9pp | 67.7%+23.5pp |
| Annual return | 11.34% | 135.02%-123.7pp | 419.75%-408.4pp | 35.65%-24.3pp |
| Employer contribution / active EE | $3,576 | $3,716-3.7% | $4,936-27.5% | $2,756+29.8% |
| Participant deferral / active EE | $13,648 | $6,649+105.3% | $8,071+69.1% | $4,299+217.5% |
| Admin fee / account holder | $178 | $7,957-97.8% | $13,005-98.6% | $6,940-97.4% |