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 |
|---|---|---|
AREVEST WEALTH MANAGEMENT2 years Service code 17 921 W MONROE · LOWELL, AR 727459683 | Pension Consulting | $56,526 |
RETIREMENT, LLC3 years Filed as: RETIREMENT LLC - SERIES TWO Service code 10 13838 QUAIL POINTE DRIVE, SUITE B · OKLAHOMA CITY, OK 73134 | Accounting | $8,599 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 15 · EIN 82-4555287 | Recordkeeping | $3,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,379 | $50,820-42.2% | $155,567-81.1% | $77,671-62.2% |
| Participation rate | 70.9% | 63.1%+7.7pp | 78.2%-7.3pp | 70.6%+0.3pp |
| Annual return | 15.68% | 34.85%-19.2pp | 64.74%-49.1pp | 31.21%-15.5pp |
| Employer contribution / active EE | $2,434 | $1,993+22.1% | $4,674-47.9% | $2,726-10.7% |
| Participant deferral / active EE | $2,135 | $2,823-24.4% | $5,628-62.1% | $4,648-54.1% |
| Admin fee / account holder | $69 | $436-84.1% | $15,916-99.6% | $430-83.9% |