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 | $88,890 |
MARCO CONSULTING GROUP8+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $50,000 |
THE SEGAL COMPANY8+ years Filed as: SEGAL ROITMAN & COLEMAN Service code 29 · EIN 04-2489114 | Legal | $38,477 |
BENESYS, INC.7 years Service code 13 · EIN 38-2383171 | Contract Administrator | $25,480 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928059 | Pension Consulting | $17,000 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $16,410 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,369 | $37,418+184.3% | $77,081+38.0% | $77,906+36.5% |
| Participation rate | 87.2% | 46.9%+40.2pp | 67.9%+19.3pp | 73.7%+13.5pp |
| Annual return | -16.18% | -7.13%-9.1pp | 42.33%-58.5pp | 12.16%-28.3pp |
| Employer contribution / active EE | $9,418 | $1,200+685.0% | $2,813+234.8% | $2,846+230.9% |
| Participant deferral / active EE | $0 | $2,572-100.0% | $4,428-100.0% | $4,805-100.0% |
| Admin fee / account holder | $250 | $126+98.1% | $5,427-95.4% | $133+88.4% |