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 |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $0 |
Filed as: CAMBRIDGE INV RESEARCH ADVISORS Service code 16 | Consulting | $0 |
Filed as: CAMBRIDGE INV RSRCH ADVISORS Service code 16 1776 PLEASANT PLAN RD · FAIRFIELD, IA 525568757 | Consulting | $0 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $0 |
Service code 49 · EIN 58-1485803 3700 CRESTWOOD PKWY NW · DULUTH, GA 300967157 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,466 | $65,084-30.1% | $67,681-32.8% | $64,340-29.3% |
| Participation rate | 68.6% | 66.7%+1.9pp | 73.7%-5.1pp | 55.2%+13.4pp |
| Annual return | 12.88% | 20.50%-7.6pp | 590.58%-577.7pp | 24.14%-11.3pp |
| Employer contribution / active EE | $2,030 | $2,398-15.3% | $2,678-24.2% | $1,862+9.1% |
| Participant deferral / active EE | $3,231 | $3,210+0.6% | $3,976-18.7% | $2,980+8.4% |
| Admin fee / account holder | $257 | $1,415-81.9% | $6,100-95.8% | $3,703-93.1% |