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 |
|---|---|---|
RODIO & URSILLO1 year Service code 29 · EIN 05-0398359 | Legal | $48,150 |
WARD FISHER & COMPANY1 year Filed as: WARD, FISHER & CO. LLP Service code 10 · EIN 05-0234540 | Accounting | $43,000 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $29,116 |
BENESYS, INC.1 year Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $24,535 |
ROBERT CHEVERIE1 year Filed as: ROBERT CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $8,025 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,110 | $89,274-21.5% | $149,721-53.2% | $77,958-10.1% |
| Participation rate | 57.0% | 87.6%-30.6pp | 87.1%-30.0pp | 71.6%-14.6pp |
| Annual return | 13.12% | 20.36%-7.2pp | 1501.67%-1488.6pp | 20.87%-7.8pp |
| Employer contribution / active EE | $1,702 | $3,727-54.3% | $5,444-68.7% | $2,310-26.3% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $355 | $240+47.9% | $11,282-96.9% | $97+264.3% |