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 |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $18,000 |
SPIVAK LIPTON LLP5+ years Filed as: SPIVAK LIPTON, LLP Service code 29 · EIN 13-3494495 | Legal | $17,562 |
REYNOLDS CONSULTING SERVICES3 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $13,750 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,389 |
INVESCO1 year Service code 52 · EIN 13-3035629 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,872 | $95,776-43.8% | $162,185-66.8% | $77,775-30.7% |
| Participation rate | 63.4% | 88.6%-25.2pp | 87.6%-24.1pp | 73.2%-9.8pp |
| Annual return | 20.46% | 37.03%-16.6pp | 115.61%-95.1pp | 32.58%-12.1pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $5,613-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,815 | $6,125-37.7% | $7,297-47.7% | $3,966-3.8% |
| Admin fee / account holder | $84 | $88-4.7% | $10,844-99.2% | $100-16.5% |