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 13 · EIN 42-0127290 | Contract Administrator | $2,972,227 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $178,009 |
SPIVAK LIPTON LLP8+ years Service code 29 · EIN 13-3494495 | Legal | $174,305 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $60,000 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $57,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,844 | $89,433-86.8% | $117,472-89.9% | $89,433-86.8% |
| Participation rate | 100.0% | 71.3%+28.7pp | 70.6%+29.4pp | 71.3%+28.7pp |
| Annual return | -11.67% | -11.88%+0.2pp | 29.77%-41.4pp | -11.88%+0.2pp |
| Employer contribution / active EE | $1,002 | $3,021-66.8% | $4,180-76.0% | $3,021-66.8% |
| Participant deferral / active EE | $99 | $5,125-98.1% | $4,072-97.6% | $5,125-98.1% |
| Admin fee / account holder | $68 | $79-14.8% | $5,646-98.8% | $79-14.8% |