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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $215,952 |
PROSKAUER ROSE LLP10+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $41,595 |
Filed as: MARSHALL & MOSS ADMIN. SERVICES INC Service code 13 · EIN 81-2845805 | Contract Administrator | $30,900 |
SCHULTHEIS & PANETTIERI, LLP9 years Service code 10 · EIN 13-1577780 | Accounting | $29,000 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,360 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $6,857 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,504 | $85,660+60.5% | $182,262-24.6% | $85,660+60.5% |
| Participation rate | 93.6% | 74.8%+18.8pp | 84.2%+9.4pp | 74.8%+18.8pp |
| Annual return | 12.39% | 19.52%-7.1pp | 140.60%-128.2pp | 19.52%-7.1pp |
| Employer contribution / active EE | $6,222 | $4,199+48.2% | $5,046+23.3% | $4,199+48.2% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $8,276-100.0% | $3,518-100.0% |
| Admin fee / account holder | $184 | $224-17.9% | $16,712-98.9% | $224-17.9% |