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, LLP9+ years Service code 10 · EIN 13-1577780 | Accounting | $195,044 |
Filed as: BRADY, MCGUIRE & STEINBERG, P.C. Service code 29 · EIN 13-4089943 | Legal | $107,588 |
SAGE ADVISORY SERVICES4 years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $77,947 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $75,000 |
CLARKE & SAMPSON, INC.8 years Filed as: CLARKE & SAMPSON, INC Service code 22 | Insurance Broker | $13,084 |
THE BANK OF NEW YORK MELLON8 years Service code 19 · EIN 13-5160382 | Securities Custodian | $5,053 |
CLARKE & SAMPSON, INC.4 years Filed as: CLARK AND SAMPSON, INC. Service code 22 · EIN 54-0657005 | Insurance Broker | $0 |
Participant 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.)
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 | $372,227 | $88,479+320.7% | $96,543+285.6% | $80,187+364.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 14.47% | 22.53%-8.1pp | 35.75%-21.3pp | 40.40%-25.9pp |
| Employer contribution / active EE | $23,701 | $4,177+467.4% | $3,741+533.6% | $2,980+695.4% |
| Participant deferral / active EE | $90 | $3,961-97.7% | $4,880-98.2% | $5,016-98.2% |
| Admin fee / account holder | $322 | $211+52.3% | $6,737-95.2% | $145+122.1% |