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 |
|---|---|---|
WRIGHT FORD YOUNG & CO1 year Service code 10 16140 SAND CANYON AVENUE · IRVINEC, CA 92618 | Accounting | $8,000 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 13 12671 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Contract Administrator | $6,096 |
QBI, LLC2+ years Service code 27 · EIN 26-2768667 | Advisory (Plan) | $900 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $558 |
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 | $94,378 | $52,467+79.9% | $57,196+65.0% | $55,167+71.1% |
| Participation rate | 97.5% | 75.8%+21.6pp | 75.3%+22.1pp | 69.0%+28.5pp |
| Annual return | 6.89% | 7.72%-0.8pp | 14.59%-7.7pp | 169.23%-162.3pp |
| Employer contribution / active EE | $5,958 | $2,477+140.5% | $2,683+122.1% | $1,963+203.6% |
| Participant deferral / active EE | $6,566 | $2,830+132.0% | $3,096+112.1% | $3,054+115.0% |
| Admin fee / account holder | $110 | $269-59.0% | $3,141-96.5% | $504-78.1% |