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: EMPOWER RETIREMENT Service code 15 · EIN 47-2534181 | Recordkeeping | $84,964 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ROITMAN & COLEMAN Service code 29 · EIN 04-2489114 | Legal | $51,585 |
MARCO CONSULTING GROUP10+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $50,000 |
NOVAK FRANCELLA LLC7 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,850 |
BENESYS, INC.9 years Service code 13 · EIN 38-2383171 | Contract Administrator | $19,781 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928059 | Pension Consulting | $17,492 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,613 | $44,898+222.1% | $85,187+69.8% | $199,960-27.7% |
| Participation rate | 91.5% | 45.7%+45.8pp | 67.5%+24.0pp | 72.0%+19.5pp |
| Annual return | 12.10% | 20.98%-8.9pp | 66.67%-54.6pp | 34.28%-22.2pp |
| Employer contribution / active EE | $9,826 | $1,367+618.6% | $2,732+259.6% | $3,036+223.7% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,525-100.0% | $5,087-100.0% |
| Admin fee / account holder | $276 | $585-52.8% | $6,162-95.5% | $269+2.6% |