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 & KING5+ years Service code 29 · EIN 16-1047304 | Legal | $36,475 |
MORNINGSTAR5+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $18,395 |
MENGEL, METZGER, BARR & CO. LLP5+ years Filed as: MENGEL METZGER BARR & CO., LLP Service code 10 · EIN 16-1092347 | Accounting | $14,900 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNTY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,825 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,245 | $69,383+120.9% | $101,275+51.3% | $73,497+108.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 7.17% | 18.46%-11.3pp | 46.48%-39.3pp | 28.51%-21.3pp |
| Employer contribution / active EE | $6,505 | $2,628+147.5% | $3,660+77.7% | $2,270+186.6% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $494 | $704-29.8% | $5,948-91.7% | $513-3.7% |