Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FOUNDATION ASSET MANAGEMENT3+ years Service code 26 3601 C STREET, SUITE 600B · ANCHORAGE, AK 99503 | Advisory (Participants) | $30,850 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,065 |
PENSION PLAN SPECIALISTS, PC3+ years Service code 17 · EIN 26-1570786 805 BROADWAY, STE 600 · VANCOUVER, WA 98660 | Pension Consulting | $1,800 |
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 | $42,036 | $44,059-4.6% | $71,671-41.3% | $69,631-39.6% |
| Participation rate | 83.2% | 60.8%+22.4pp | 68.7%+14.4pp | 70.7%+12.5pp |
| Annual return | 16.20% | 21.97%-5.8pp | 20.65%-4.4pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,273 | $1,305-2.4% | $2,460-48.3% | $2,032-37.4% |
| Participant deferral / active EE | $3,633 | $2,370+53.3% | $3,438+5.7% | $3,224+12.7% |
| Admin fee / account holder | $111 | $108+3.0% | $5,558-98.0% | $110+0.4% |