Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 21 · EIN 22-3361201 | Bank Trustee | $16,797 |
INTAC ACTUARIAL SERVICES2+ years Service code 14 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Plan Administrator | $3,765 |
MARKS PANETH LLP2+ years Service code 10 · EIN 11-3518842 685 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,459 | $55,453-75.7% | $170,435-92.1% | $62,293-78.4% |
| Participation rate | 13.2% | 66.4%-53.2pp | 83.6%-70.4pp | 69.5%-56.4pp |
| Annual return | 19.64% | 21.38%-1.7pp | 205.94%-186.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $78 | $2,164-96.4% | $5,432-98.6% | $2,042-96.2% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $143 | $455-68.6% | $13,881-99.0% | $479-70.2% |