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 |
|---|---|---|
STEPTOE & JOHNSON LLP2+ years Filed as: STEPTOE & JOHNSON Service code 29 · EIN 52-1349790 | Legal | $181,076 |
IOMM&P2+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $101,607 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $82,735 |
INVESCO2+ years Service code 28 · EIN 58-1709953 | Investment Management | $46,060 |
PATRICK MCCULLOUGH2+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $27,028 |
ANDCO CONSULTING1 year Service code 17 · EIN 59-3676225 | Pension Consulting | $20,000 |
KENNETH RYAN2+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $19,823 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $18,872 |
ANN MARIE MCCULLOUGH2+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $18,856 |
PAULA PHILLIPS2+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $17,035 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,579 | $168,231-53.3% | $67,836+15.8% | $63,975+22.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 68.8%+31.2pp | 71.1%+28.9pp |
| Annual return | 7.21% | 11.76%-4.6pp | 138.49%-131.3pp | 48.65%-41.4pp |
| Employer contribution / active EE | $4,242 | $1,907+122.4% | $2,404+76.5% | $2,182+94.4% |
| Participant deferral / active EE | $3,814 | $2,827+34.9% | $3,160+20.7% | $3,356+13.6% |
| Admin fee / account holder | $226 | $81+180.4% | $4,621-95.1% | $70+220.5% |