Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSETMARK Service code 27 · EIN 86-0770473 1023 COMMERCE STREET, SUITE D · LYNCHBURG, VA 24504 | Advisory (Plan) | $7,744 |
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 | $3,427 | $29,716-88.5% | $56,077-93.9% | $80,925-95.8% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 15.25% | 35.30%-20.0pp | 1709.28%-1694.0pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $44 | $2,432-98.2% | $2,825-98.4% | $6,940-99.4% |