Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | Advisory (Plan) | $38,933 |
LPL FINANCIAL2+ years Service code 16 · EIN 95-2834236 | Consulting | $6,231 |
US BANK2+ years Filed as: U.S. BANK OF OREGON Service code 50 · EIN 93-0826646 | Direct Payment | $5,416 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $321,431-100.0% | $308,850-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 52.9%-52.9pp | 48.5%-48.5pp | 45.9%-45.9pp |
| Annual return | 13.58% | 14.95%-1.4pp | 14.41%-0.8pp | 10.21%+3.4pp |
| Employer contribution / active EE | $0 | $48,159-100.0% | $45,283-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $8,071-100.0% | $9,941-100.0% | $13,518-100.0% |