Filed April 2, 2024
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 |
|---|---|---|
NEWEDGE ADVISORS LLC2 years Filed as: NEW EDGE ADVISORS, LLC. Service code 51 · EIN 46-0854203 | Investment Mgmt Fees | $75,329 |
EXPAND FINANCIAL2 years Filed as: EXPAND FINANCIAL LLC Service code 51 · EIN 27-1124147 | Investment Mgmt Fees | $72,313 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $58,534 | $122,585-52.3% | $184,256-68.2% | $200,096-70.7% |
| Participation rate | 97.8% | 86.9%+10.8pp | 86.8%+10.9pp | 72.0%+25.7pp |
| Annual return | 14.57% | 144.12%-129.5pp | 28.85%-14.3pp | 34.26%-19.7pp |
| Employer contribution / active EE | $1,238 | $4,571-72.9% | $6,427-80.7% | $3,038-59.3% |
| Participant deferral / active EE | $3,145 | $7,972-60.5% | $9,133-65.6% | $5,090-38.2% |
| Admin fee / account holder | $59 | $120-51.0% | $13,899-99.6% | $269-78.1% |