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 |
|---|---|---|
Filed as: DIVERSIFIED BENEFIT Service code 27 1391 W SHAW AVE · FRESNO, CA 93711 | Advisory (Plan) | $7,735 |
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Securities brokerage; Other fees; Par... | $2,505 |
UNITED OF OMAHA2 years Service code 37 · EIN 47-0322111 | Loan Processing | $1,650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,234 | $86,949+30.2% | $102,460+10.5% | $80,959+39.9% |
| Participation rate | 89.8% | 72.4%+17.4pp | 76.5%+13.3pp | 67.7%+22.1pp |
| Annual return | 12.03% | 18.89%-6.9pp | 29.47%-17.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,853 | $2,370-21.8% | $3,025-38.7% | $2,757-32.8% |
| Participant deferral / active EE | $4,710 | $4,121+14.3% | $5,056-6.8% | $4,300+9.5% |
| Admin fee / account holder | $103 | $8,048-98.7% | $9,460-98.9% | $6,925-98.5% |