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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 19 · EIN 23-1707341 | Securities Custodian | $377,144 |
Filed as: JP MORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $125,436 |
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 | Contract Administrator | $63,852 |
THE SEGAL COMPANY1 year Service code 16 · EIN 13-1835864 | Consulting | $53,256 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $28,000 |
SPIVAK LIPTON LLP1 year Service code 29 · EIN 13-3494495 | Legal | $20,036 |
GOULD, KOBRICK & SCHLAPP, P.C.8+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 | Accounting | $17,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,557 | $95,918-50.4% | $151,645-68.6% | $77,906-39.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -12.85% | -5.50%-7.3pp | 3.34%-16.2pp | 12.16%-25.0pp |
| Employer contribution / active EE | $4,069 | $4,330-6.0% | $6,165-34.0% | $2,846+42.9% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $265 | $93+184.0% | $11,614-97.7% | $133+99.8% |