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 |
|---|---|---|
Filed as: FINANCIAL SYNERGIES ASSET MGMT Service code 16 4400 POST OAK PKWY · HOUSTON, TX 77027 | Consulting | $22,108 |
CALVETTI FERGUSON1 year Filed as: CALVETTI FERGUSON, P.C. Service code 10 · EIN 13-4255527 | Accounting | $20,865 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,790 |
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 | $82,760 | $77,677+6.5% | $109,173-24.2% | $79,391+4.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 10.67% | 23.44%-12.8pp | 25.75%-15.1pp | 116.88%-106.2pp |
| Employer contribution / active EE | $6,670 | $2,798+138.4% | $3,723+79.2% | $2,428+174.7% |
| Participant deferral / active EE | $3,918 | $3,517+11.4% | $4,654-15.8% | $4,046-3.2% |
| Admin fee / account holder | $238 | $732-67.5% | $6,755-96.5% | $627-62.0% |