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 |
|---|---|---|
C. RASO II2 years Service code 14 · EIN 04-6375393 | Plan Administrator | $56,056 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Soft dollars commissions; Custodial (... | $44,902 |
G. SARNO3+ years Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $41,006 |
R. GAITA3+ years Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $40,565 |
A. VALLETTA3+ years Service code 30 · EIN 04-6128036 | Direct payment from the plan; Employe... | $32,134 |
FEINBERG, DUMONT & BRENNAN3+ years Filed as: FEINBERG CAMPBELL & ZACK Service code 29 · EIN 04-2738936 | Legal | $31,051 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $29,559 |
K. HARVEY3+ years Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $29,096 |
SMITH & HOWARD, PC3+ years Filed as: J. SMITH Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $23,183 |
MANZI & ASSOCIATES, LLC3+ years Filed as: MANZI & ASSOCIATES Service code 10 · EIN 04-3508036 | Accounting | $19,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,904 | $82,546-22.6% | $140,019-54.4% | $75,289-15.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 6.68% | -0.36%+7.0pp | 651.19%-644.5pp | -0.04%+6.7pp |
| Employer contribution / active EE | $7,458 | $3,856+93.4% | $5,605+33.1% | $2,405+210.1% |
| Participant deferral / active EE | $66 | $5,731-98.9% | $6,927-99.0% | $3,739-98.2% |
| Admin fee / account holder | $239 | $86+178.9% | $10,705-97.8% | $102+133.8% |