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 |
|---|---|---|
GRAPHIC COMMUN. LOCAL 527-S2+ years Service code 14 · EIN 58-6236406 | Plan Administrator | $83,667 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $27,539 |
AGH WEALTH ADVISORS, LLC2+ years Filed as: AGH, LLC Service code 10 · EIN 58-2588678 | Accounting | $10,500 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,397 | $74,024-80.6% | $78,002-81.5% | $57,658-75.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 2.75% | 12.14%-9.4pp | 425.99%-423.2pp | 5.13%-2.4pp |
| Employer contribution / active EE | $171 | $2,365-92.8% | $2,470-93.1% | $1,974-91.3% |
| Participant deferral / active EE | $1,572 | $3,533-55.5% | $3,497-55.0% | $3,061-48.6% |
| Admin fee / account holder | $82 | $93-12.1% | $5,481-98.5% | $95-13.3% |