Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 27-1175487 | Actuarial | $29,650 |
AMERICAN FUNDS1 year Filed as: CAPITAL FINANCIAL PARTNERS Service code 27 · EIN 46-4278239 | Advisory (Plan) | $23,913 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -11.89% | -11.16%-0.7pp | 10.22%-22.1pp | 39.82%-51.7pp |
| Employer contribution / active EE | $29,265 | $48,316-39.4% | $51,212-42.9% | $19,980+46.5% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |