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 |
|---|---|---|
LOCAL 693 BUSINESS OFFICE2+ years Service code 15 · EIN 03-0210219 | Recordkeeping | $12,983 |
MCSOLEY MCCOY & CO2+ years Filed as: MCSOLEY MCCOY & CO., CPA'S Service code 10 · EIN 03-0327374 | Accounting | $5,700 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,868 | $58,726-6.6% | $92,240-40.5% | $62,293-11.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.88% | 43.62%-31.7pp | 176.29%-164.4pp | 28.90%-17.0pp |
| Employer contribution / active EE | $3,769 | $2,392+57.6% | $3,680+2.4% | $2,042+84.5% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $113 | $556-79.7% | $5,194-97.8% | $479-76.5% |