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 |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $52,014 |
E.G. ACCOUNTING3+ years Service code 10 · EIN 11-3756843 | Accounting | $17,304 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $13,000 |
CARY KANE LLP3+ years Service code 29 · EIN 20-1942442 | Legal | $11,719 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
NEW & KARFUNKEL, P.C.1 year Filed as: NEW & KARFUNKEL Service code 29 · EIN 22-2553368 | Legal | $8,664 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $7,060 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $4,446 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,845 | $57,606-39.5% | $67,313-48.2% | $75,289-53.7% |
| Participation rate | 100.0% | 68.2%+31.8pp | 69.1%+30.9pp | 72.4%+27.6pp |
| Annual return | 5.75% | -0.47%+6.2pp | -4.08%+9.8pp | -0.04%+5.8pp |
| Employer contribution / active EE | $2,432 | $2,206+10.2% | $2,566-5.2% | $2,405+1.1% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $3,568-100.0% | $3,739-100.0% |
| Admin fee / account holder | $164 | $83+98.4% | $4,507-96.4% | $102+60.4% |