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 |
|---|---|---|
Service code 10 · EIN 86-1001235 6530 N. 16TH STREET · PHOENIX, AZ 85016 | Accounting | $14,600 |
RICHARD J CADENASSO1+ years Filed as: RICHARD J. CADENASSO Service code 34 935 MORAGA ROAD, SUITE 220 · LAFAYETTE, CA 94549 | Valuation (appraisals, etc.) | $8,508 |
Filed as: MANSPERGER PATTERSON & MCMULLIN,PLC Service code 10 · EIN 86-0751928 1222 E. BASELINE ROAD, #200 · TEMPE, AL 85283 | Accounting | $5,500 |
YOUR SOURCE FINANCIAL, P.L.C.1+ years Filed as: YOUR SOURCE FINANCIAL PLC Service code 27 · EIN 86-0988990 707 EAST NORTHERN AVENUE · PHOENIX, AZ 85020 | Advisory (Plan) | $415 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,289 | $50,498-30.1% | $75,784-53.4% | $55,191-36.1% |
| Participation rate | 98.3% | 69.4%+28.9pp | 75.8%+22.5pp | 69.2%+29.2pp |
| Annual return | 0.83% | 1.80%-1.0pp | 9.68%-8.8pp | 10.78%-9.9pp |
| Employer contribution / active EE | $3,717 | $2,291+62.3% | $3,323+11.8% | $1,899+95.8% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $37 | $123-69.7% | $5,300-99.3% | $91-59.0% |