Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLANS Service code 13 | Contract Administrator | $46,324 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Filed as: JOHN HASLAM Service code 53 100 RIVERVIEW DRIVE · SAVANNAH, GA 31404 | Insurance Commissions | $0 |
Filed as: MASS MUTUAL Service code 49 | Other Services | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
QUALIFIED PLANS, LLC4+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $0 |
REGINALD RIGGINS4+ years Service code 53 100 RIVERVIEW DRIVE · SAVANNAH, GA 31406 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $181,046 | $88,122+105.5% | $141,191+28.2% | $67,579+167.9% |
| Participation rate | 98.3% | 76.5%+21.9pp | 82.5%+15.8pp | 71.3%+27.0pp |
| Annual return | 11.43% | 75.40%-64.0pp | 71.41%-60.0pp | 378.56%-367.1pp |
| Employer contribution / active EE | $4,363 | $3,224+35.3% | $4,736-7.9% | $2,148+103.1% |
| Participant deferral / active EE | $6,062 | $5,958+1.8% | $6,710-9.7% | $3,539+71.3% |
| Admin fee / account holder | $10 | $131-92.5% | $10,264-99.9% | $142-93.1% |