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 |
|---|---|---|
RAICH ENDE MALTER & CO. LLP5 years Filed as: RAICH ENDE MALTER & CO LLP Service code 10 · EIN 11-2336434 | Accounting | $59,543 |
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $53,434 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,637 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,858 | $104,497+159.2% | $159,487+69.8% | $79,389+241.2% |
| Participation rate | 86.0% | 76.6%+9.4pp | 82.8%+3.2pp | 70.7%+15.3pp |
| Annual return | 13.59% | 67.98%-54.4pp | 263.71%-250.1pp | 116.89%-103.3pp |
| Employer contribution / active EE | $1,501 | $3,418-56.1% | $4,831-68.9% | $2,428-38.2% |
| Participant deferral / active EE | $11,659 | $6,468+80.2% | $7,354+58.5% | $4,046+188.2% |
| Admin fee / account holder | $1,030 | $711+44.8% | $10,804-90.5% | $626+64.4% |