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 |
|---|---|---|
FELIX & GLOEKLER1+ years Service code 10 · EIN 26-0001555 2306 PENINSULA DRIVE · ERIE, PA 16506 | Accounting | $14,695 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,036 | $43,423+17.5% | $78,676-35.1% | $55,167-7.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | -1.28% | 11.53%-12.8pp | 62.19%-63.5pp | 169.23%-170.5pp |
| Employer contribution / active EE | $2,623 | $1,997+31.4% | $2,850-8.0% | $1,963+33.6% |
| Participant deferral / active EE | $121 | $2,509-95.2% | $3,517-96.6% | $3,054-96.0% |
| Admin fee / account holder | $203 | $416-51.3% | $4,510-95.5% | $504-59.8% |