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 |
|---|---|---|
EVERGREEN ADVISORS, LLC9 years Service code 27 1206 POINTE CENTRE DR STE 160 · CHATTANOOGA, TN 37421 | Advisory (Plan) | $45,687 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,035 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,891 | $80,705-29.5% | $115,768-50.9% | $67,986-16.3% |
| Participation rate | 88.8% | 63.0%+25.8pp | 74.4%+14.4pp | 57.2%+31.6pp |
| Annual return | 15.41% | 18.49%-3.1pp | 100.46%-85.1pp | 31.67%-16.3pp |
| Employer contribution / active EE | $1,702 | $2,046-16.8% | $2,940-42.1% | $2,019-15.7% |
| Participant deferral / active EE | $2,734 | $3,559-23.2% | $4,917-44.4% | $3,358-18.6% |
| Admin fee / account holder | $189 | $4,135-95.4% | $12,439-98.5% | $3,203-94.1% |