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 |
|---|---|---|
ALFRED MANZO2 years Filed as: ALFRED FREEHILL Service code 30 · EIN 13-3917806 | Employee (plan) | $105,379 |
VITECH SYSTEMS GROUP5+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $65,916 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,000 |
WILLIAM J. TURNBULL5+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $59,715 |
KEVIN J. DRISCOLL5+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $49,184 |
JAMES A. REICHERT5+ years Filed as: JAMES IPPOLITO Service code 30 · EIN 13-3917806 | Employee (plan) | $29,235 |
LAPADULA CARLSON & CO1 year Filed as: LAPADULA, CARLSON & CO, CPA Service code 10 · EIN 65-0292391 | Accounting | $13,200 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0619194 | Insurance services | $11,491 |
COLLERAN, O'HARA & MILLS LLP4 years Filed as: COLLERAN, O'HARA, MILLS LLP Service code 29 · EIN 13-2940050 | Legal | $9,653 |
CHUBB5+ years Filed as: CHUBB & SON Service code 22 · EIN 13-1963496 | Insurance Broker | $7,728 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,355 | $66,051+138.2% | $92,916+69.4% | $77,775+102.3% |
| Participation rate | 95.5% | 81.0%+14.5pp | 76.0%+19.5pp | 73.2%+22.3pp |
| Annual return | 23.95% | 20.69%+3.3pp | 109.45%-85.5pp | 32.58%-8.6pp |
| Employer contribution / active EE | $9,849 | $3,426+187.5% | $3,654+169.6% | $2,504+293.4% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $279 | $148+89.0% | $5,796-95.2% | $100+179.2% |