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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,831 |
COURIER CAPITAL3 years Filed as: COURIER CAPITAL INC Service code 27 · EIN 81-0710574 | Advisory (Plan) | $19,685 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES INC Service code 13 · EIN 16-1186135 | Contract Administrator | $10,665 |
NOWICKI AND COMPANY, LLP2 years Filed as: NOWICKI AND COMPANY Service code 10 · EIN 16-1491885 | Accounting | $10,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,295 | $39,948+20.9% | $89,435-46.0% | $73,412-34.2% |
| Participation rate | 78.8% | 50.4%+28.4pp | 68.0%+10.8pp | 72.2%+6.6pp |
| Annual return | 16.39% | 50.12%-33.7pp | 245.55%-229.2pp | 59.30%-42.9pp |
| Employer contribution / active EE | $1,071 | $1,200-10.7% | $2,587-58.6% | $2,234-52.0% |
| Participant deferral / active EE | $2,637 | $2,193+20.3% | $3,890-32.2% | $3,806-30.7% |
| Admin fee / account holder | $122 | $134-9.0% | $4,884-97.5% | $158-22.6% |