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 |
|---|---|---|
PACIFICA CAPITAL1+ years Service code 21 · EIN 84-1452736 | Bank Trustee | $35,841 |
M&T INVESTMENT GROUP1+ years Service code 21 · EIN 16-0538020 | Bank Trustee | $7,104 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -3.16% | -2.03%-1.1pp | -2.01%-1.2pp | 2.81%-6.0pp |
| Employer contribution / active EE | $155 | $9,185-98.3% | $34,453-99.5% | $16,358-99.1% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |