Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
REYNO-BERTENSHAW WMG2 years Service code 27 2555 E CAMELBACK RD STE 900 · PHOENIX, AZ 850164218 | Advisory (Plan) | $38,758 |
Filed as: KRAVITZ, INC. Service code 17 · EIN 95-3207191 | Pension Consulting | $33,605 |
Service code 10 · EIN 95-4345526 | Accounting | $14,000 |
Filed as: MERRILL LYNCH Service code 15 · EIN 13-3188017 | Recordkeeping | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -5.20% | -2.89%-2.3pp | -102.04%+96.8pp | 10.56%-15.8pp |
| Employer contribution / active EE | $18,687 | $14,715+27.0% | $36,232-48.4% | $13,643+37.0% |
| Participant deferral / active EE | $0 | $46-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |