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 |
|---|---|---|
MLF CONSULTING GROUP INC1 year Filed as: MLF CONSULTING GROUP, INC. Service code 17 | Pension Consulting | $60,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,761 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $41,843 |
RAICH ENDE MALTER & CO. LLP4 years Filed as: RAICH ENDE MALTER & CO LLP Service code 10 · EIN 11-2336434 | Accounting | $25,781 |
Employer 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,851 | $99,957+146.0% | $149,745+64.2% | $73,497+234.5% |
| Participation rate | 85.6% | 75.7%+9.9pp | 82.5%+3.1pp | 70.7%+14.9pp |
| Annual return | 72.07% | 53.87%+18.2pp | 276.72%-204.6pp | 28.51%+43.6pp |
| Employer contribution / active EE | $499 | $3,191-84.4% | $4,646-89.3% | $2,270-78.0% |
| Participant deferral / active EE | $9,744 | $6,073+60.5% | $6,843+42.4% | $3,740+160.5% |
| Admin fee / account holder | $978 | $551+77.6% | $9,312-89.5% | $513+90.7% |