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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $453,703 |
FELDMAN, INGARDONA & CO.1 year Filed as: FELDMAN, INGARDONA&CO. Service code 27 · EIN 36-4137178 | Advisory (Plan) | $50,000 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,866 | $86,649+24.5% | $70,589+52.8% | $103,657+4.1% |
| Participation rate | 79.9% | 72.0%+7.9pp | 68.4%+11.6pp | 73.4%+6.5pp |
| Annual return | 17.81% | 25.21%-7.4pp | 32.80%-15.0pp | 33.13%-15.3pp |
| Employer contribution / active EE | $1,455 | $3,068-52.6% | $2,977-51.1% | $3,216-54.7% |
| Participant deferral / active EE | $5,640 | $4,866+15.9% | $4,569+23.4% | $5,218+8.1% |
| Admin fee / account holder | $78 | $89-12.1% | $6,430-98.8% | $114-31.7% |