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, INC. Service code 27 · EIN 86-0770473 1655 GRANT STREET,10TH FLOOR · CONCORD, CA 94520 | Advisory (Plan) | $6,861 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,905 | $27,632-85.9% | $61,452-93.6% | $68,486-94.3% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -17.47% | -13.24%-4.2pp | 338.96%-356.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,187 | $696+70.5% | $1,160+2.3% | $2,597-54.3% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $52 | $2,010-97.4% | $2,131-97.6% | $5,404-99.0% |