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 & KING9+ years Service code 29 · EIN 16-1047304 | Legal | $27,908 |
Filed as: MENGEL, METZGER, BARR & CO. Service code 10 · EIN 16-1092347 | Accounting | $24,633 |
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 | $169,556 | $80,763+109.9% | $102,412+65.6% | $74,459+127.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 17.30% | 27.57%-10.3pp | 24.94%-7.6pp | 1369.70%-1352.4pp |
| Employer contribution / active EE | $9,093 | $3,160+187.8% | $3,870+135.0% | $2,626+246.3% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $854 | $2,371-64.0% | $8,388-89.8% | $1,945-56.1% |