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 |
|---|---|---|
MILESTONE CONSULTANTS6 years Service code 27 · EIN 47-2374702 PO BOX 312 · WHITNEY POINT, NY 13862 | Advisory (Plan) | $20,338 |
NATIONWIDE1 year Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $18,814 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES Service code 15 · EIN 22-2725182 3136 WINTON RD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $2,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,856 | $55,470-17.3% | $155,556-70.5% | $74,478-38.4% |
| Participation rate | 60.0% | 61.9%-1.9pp | 78.2%-18.2pp | 67.2%-7.2pp |
| Annual return | 30.80% | 269.80%-239.0pp | 64.84%-34.0pp | 1370.56%-1339.8pp |
| Employer contribution / active EE | $1,096 | $2,267-51.7% | $4,675-76.6% | $2,626-58.3% |
| Participant deferral / active EE | $1,822 | $2,838-35.8% | $5,631-67.7% | $4,350-58.1% |
| Admin fee / account holder | $241 | $1,744-86.2% | $15,885-98.5% | $1,946-87.6% |