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, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $52,960 |
PROSKAUER ROSE LLP2 years Service code 29 · EIN 13-1840454 | Legal | $49,537 |
SPIVAK LIPTON LLP2 years Service code 29 · EIN 13-3494495 | Legal | $39,340 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $37,428 |
FIVE STAR PRINTING & MAILING2 years Filed as: FIVE STAR DISPATCH BUS SVC INC Service code 36 · EIN 46-3110430 | Copying and duplicating; Direct payme... | $15,948 |
SOCIALBRITE1 year Service code 16 3756 PIMLICO DR · PLEASANTON, CA 94588 | Consulting | $6,832 |
TERRY SCHMIDT LLC3+ years Filed as: TERRY SCHMIDT Service code 16 · EIN 45-3672353 | Consulting | $6,811 |
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 | $13,879 | $80,976-82.9% | $122,354-88.7% | $80,976-82.9% |
| Participation rate | 96.7% | 68.3%+28.5pp | 71.6%+25.1pp | 68.3%+28.5pp |
| Annual return | 18.52% | 22.91%-4.4pp | 30.28%-11.8pp | 22.91%-4.4pp |
| Employer contribution / active EE | $339 | $2,402-85.9% | $4,051-91.6% | $2,402-85.9% |
| Participant deferral / active EE | $511 | $3,848-86.7% | $3,287-84.5% | $3,848-86.7% |
| Admin fee / account holder | $43 | $67-36.7% | $5,479-99.2% | $67-36.7% |