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 27 · EIN 36-4291971 | Advisory (Plan) | $42,973 |
I.E. SHAFFER & CO.1+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $36,594 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $25,000 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $22,541 |
BLACKROCK1+ years Filed as: BLACKROCK INSTIT. TRST COMPANY,N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $9,975 |
Annual investment return 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 | $56,489 | $39,819+41.9% | $67,834-16.7% | $57,658-2.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | -1.21% | 9.19%-10.4pp | 138.47%-139.7pp | 5.13%-6.3pp |
| Employer contribution / active EE | $5,680 | $1,277+344.9% | $2,403+136.3% | $1,974+187.8% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $248 | $84+197.0% | $4,622-94.6% | $95+162.7% |