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 |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC3+ years Service code 51 · EIN 41-2212501 | Investment Mgmt Fees | $93,167 |
BRINKER CAPITAL3+ years Filed as: BRINKER CAPITAL INC. Service code 51 · EIN 23-2829742 | Investment Mgmt Fees | $55,459 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN & BROWN CONSULTING Service code 11 · EIN 20-0878127 | Actuarial | $45,362 |
MATRIX TRUST COMPANY3+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $28,361 |
KREISCHER MILLER1 year Filed as: KREISCHER MILLER LLP Service code 10 · EIN 23-1980475 | Accounting | $11,400 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | 6.90% | -2.48%+9.4pp | -102.04%+108.9pp | 0.19%+6.7pp |
| Employer contribution / active EE | $2,907 | $7,648-62.0% | $36,232-92.0% | $13,763-78.9% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |