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 |
|---|---|---|
STEVEN M. THAGARD1 year Service code 27 1000 LEGION PL STE 1400 · ORLANDO, FL 328011041 | Advisory (Plan) | $8,591 |
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 | $185,169 | $93,010+99.1% | $96,515+91.9% | $74,460+148.7% |
| Participation rate | 98.0% | 71.6%+26.5pp | 74.3%+23.7pp | 70.7%+27.3pp |
| Annual return | 11.47% | 37.50%-26.0pp | 35.73%-24.3pp | 34.38%-22.9pp |
| Employer contribution / active EE | $12,808 | $3,427+273.7% | $3,740+242.5% | $2,638+385.5% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $18 | $633-97.2% | $6,735-99.7% | $348-94.8% |