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 |
|---|---|---|
JOHN FADELEY3 years Service code 30 · EIN 16-0336135 | Employee (plan) | $31,654 |
BLITMAN & KING8+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $21,147 |
Filed as: ARCARA LENDA EUSANIO & STACEY CPAS Service code 10 · EIN 47-1793720 | Accounting | $19,634 |
MY GROUP LLC7 years Filed as: P&A GROUP Service code 15 · EIN 16-1533801 | Recordkeeping | $19,520 |
ANDCO CONSULTING7 years Filed as: ANDCO CONSULTING, LLC Service code 17 · EIN 59-3676225 | Pension Consulting | $11,000 |
Service code 15 · EIN 35-0472300 | Recordkeeping | $7,327 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,460 | $64,729-9.7% | $112,263-47.9% | $68,490-14.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.55% | -11.40%-2.2pp | 27.49%-41.0pp | -7.85%-5.7pp |
| Employer contribution / active EE | $4,550 | $2,746+65.7% | $3,636+25.1% | $2,597+75.2% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $702 | $5,222-86.6% | $6,410-89.0% | $5,403-87.0% |