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 |
|---|---|---|
THE KRAEMATON GROUP, INC1 year Filed as: KRAEMATON GROUP COMMUNICATION CORP Service code 16 · EIN 04-3220750 | Consulting | $6,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
DONEGAL SECURITIES INC2+ years Service code 61 · EIN 04-3220750 20 WALNUT ST STE 12 · WELLESLEY, MA 02481 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $84,928 | $135,956-37.5% | $123,894-31.5% | $273,972-69.0% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 3.27% | 56.63%-53.4pp | 47.52%-44.2pp | 41.46%-38.2pp |
| Employer contribution / active EE | $9,724 | $5,170+88.1% | $4,617+110.6% | $4,869+99.7% |
| Participant deferral / active EE | $37,675 | $6,343+494.0% | $5,984+529.6% | $5,287+612.6% |
| Admin fee / account holder | $68 | $9,817-99.3% | $8,357-99.2% | $10,133-99.3% |