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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $24,306 |
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 | $23,317 | $64,286-63.7% | $106,387-78.1% | $55,725-58.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.5%+22.5pp | 70.9%+29.1pp |
| Annual return | -6.56% | 0.84%-7.4pp | 0.25%-6.8pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,902 | $2,367-19.6% | $3,520-45.9% | $2,078-8.5% |
| Participant deferral / active EE | $1,923 | $4,158-53.7% | $5,421-64.5% | $3,356-42.7% |
| Admin fee / account holder | $23 | $102-77.3% | $7,510-99.7% | $115-79.9% |