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 |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 | Investment Management | $141,137 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $56,399 |
FRIEDMAN & ANSPACH4+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $35,776 |
STATE STREET GLOBAL ADVISORS3 years Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $25,000 |
PROSKAUER ROSE LLP4+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $12,000 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
US BANK1 year Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $9,737 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $5,000 |
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 | $122,713 | $37,591+226.4% | $90,657+35.4% | $55,725+120.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.0%+26.0pp | 70.9%+29.1pp |
| Annual return | -0.76% | -3.20%+2.4pp | 1.89%-2.6pp | 244.93%-245.7pp |
| Employer contribution / active EE | $7,283 | $1,302+459.4% | $2,532+187.7% | $2,078+250.5% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,424-100.0% | $3,356-100.0% |
| Admin fee / account holder | $956 | $100+856.0% | $4,994-80.9% | $115+729.8% |