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 |
|---|---|---|
BURLEIGH CONSULTING GROUP3+ years Service code 16 · EIN 62-0842964 465 JACK KRAMER DR SUITE 2 · MEMPHIS, TN 38117 | Consulting | $0 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 06-1194217 | Securities Custodian | $0 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 72 | Other investment fees and expenses | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,105 | $41,256-46.4% | $86,582-74.5% | $77,958-71.6% |
| Participation rate | 97.3% | 63.0%+34.3pp | 73.5%+23.8pp | 71.6%+25.7pp |
| Annual return | 13.34% | 17.67%-4.3pp | 965.08%-951.7pp | 20.87%-7.5pp |
| Employer contribution / active EE | $2,797 | $1,613+73.4% | $2,839-1.5% | $2,310+21.0% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $71-100.0% | $4,904-100.0% | $97-100.0% |