Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CADARET GRANT & CO INC1+ years Filed as: CADARET GRANT AGENCY INC 16-1305463 Service code 53 | Insurance Commissions | $42,193 |
SHEET METAL WORKERS LOCAL 1121+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $11,102 |
SMW LOCAL 112 WELFARE FUND1+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $8,762 |
MENGEL, METZGER, BARR & CO. LLP1+ years Service code 10 · EIN 16-1092347 | Accounting | $7,600 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $150 |
CADARET GRANT & CO INC1+ years Filed as: CADARET GRANT AGENCY INC Service code 53 · EIN 16-1305463 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,410 | $71,802-29.8% | $133,975-62.4% | $57,658-12.6% |
| Participation rate | 97.1% | 85.5%+11.7pp | 87.1%+10.1pp | 70.2%+26.9pp |
| Annual return | 1.79% | 13.51%-11.7pp | 29.29%-27.5pp | 5.13%-3.3pp |
| Employer contribution / active EE | $2,618 | $3,161-17.2% | $5,211-49.8% | $1,974+32.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $160 | $88+82.0% | $9,324-98.3% | $95+68.8% |