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 |
|---|---|---|
BLITMAN & KING3+ years Service code 29 · EIN 16-1047304 | Legal | $21,071 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $16,451 |
MENGEL, METZGER, BARR & CO. LLP3+ years Filed as: MENGEL METZGER BARR & CO., LLP Service code 10 · EIN 16-1092347 | Accounting | $14,340 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $5,060 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNTY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,808 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,449-100.0% | $83,831-100.0% | $56,289-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 76.1%-76.1pp | 69.9%-69.9pp |
| Annual return | 8.36% | -1.38%+9.7pp | 850.99%-842.6pp | -9.96%+18.3pp |
| Employer contribution / active EE | $6,912 | $2,430+184.4% | $3,631+90.4% | $2,111+227.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |