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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 13 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Contract Administrator | $150 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MGT CO Service code 63 | 12b-1 Fees | $0 |
JP MORGAN SECURITIES LLC1 year Service code 27 4004 LEGACY DR · PLANO, TX 750243402 | Advisory (Plan) | $0 |
Filed as: PENTEC PENSION MGT GROUP, INC Service code 15 · EIN 75-2776689 | Recordkeeping | $0 |
Filed as: PENTEC PENSION MGT GROUP, INC. Service code 64 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,963 | $47,977+52.1% | $154,108-52.7% | $56,289+29.6% |
| Participation rate | 3.7% | 66.2%-62.4pp | 83.0%-79.3pp | 69.9%-66.1pp |
| Annual return | -2.40% | 3.54%-5.9pp | 735.21%-737.6pp | -9.96%+7.6pp |
| Employer contribution / active EE | $75 | $2,169-96.5% | $5,298-98.6% | $2,111-96.4% |
| Participant deferral / active EE | $230 | $2,392-90.4% | $5,081-95.5% | $3,350-93.1% |
| Admin fee / account holder | $19 | $438-95.6% | $13,411-99.9% | $521-96.3% |