Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHRISTENSEN GROUP FINANCIAL LLC1+ years Filed as: CHRISTENSEN GROUP FINANCIAL, LLC Service code 99 · EIN 87-4130828 | Other Fees | $6,204 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 52 · EIN 82-4555287 | Indirect Investment Fees | $5,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,810 | $31,741-40.7% | $56,025-66.4% | $200,096-90.6% |
| Participation rate | 12.8% | 32.3%-19.5pp | 52.5%-39.7pp | 72.0%-59.2pp |
| Annual return | 12.76% | 14.72%-2.0pp | 1712.69%-1699.9pp | 34.26%-21.5pp |
| Employer contribution / active EE | $29 | $508-94.3% | $1,042-97.2% | $3,038-99.0% |
| Participant deferral / active EE | $380 | $1,184-67.9% | $1,955-80.5% | $5,090-92.5% |
| Admin fee / account holder | $32 | $426-92.6% | $2,828-98.9% | $269-88.2% |