Filed October 1, 2019
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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM, SMITH & BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $10,200 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $8,501 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,409 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,387 | $46,732-64.9% | $156,551-89.5% | $55,167-70.3% |
| Participation rate | 86.4% | 65.8%+20.6pp | 84.0%+2.4pp | 69.0%+17.4pp |
| Annual return | 3.59% | 17.72%-14.1pp | 32.23%-28.6pp | 169.23%-165.6pp |
| Employer contribution / active EE | $1,853 | $2,105-12.0% | $5,501-66.3% | $1,963-5.6% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $86 | $418-79.5% | $13,028-99.3% | $504-83.0% |