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 |
|---|---|---|
ROGER GROVER9+ years Service code 30 · EIN 22-1929328 | Employee (plan); Direct payment from ... | $113,233 |
Service code 15 · EIN 22-1804923 | Recordkeeping | $71,451 |
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 52 · EIN 33-0123114 | Indirect Investment Fees | $60,324 |
JFL INT'L EQUITY FUND9+ years Service code 52 1209 ORANGE STREET · WILMINGTON, DE 19801 | Indirect Investment Fees | $56,615 |
HAELE & FLANAGAN CO. P.C.2 years Filed as: HAEFELE, FLANAGAN AND CO. Service code 10 · EIN 22-3008776 | Accounting | $45,850 |
HAMILTON LANE ADVISORS, LLC8 years Filed as: HAMILTON LANE PRIVATE OFFSHORE FUND Service code 52 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $44,623 |
DAHAB ASSOCIATES9+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $29,282 |
RAE GROUP LLC2 years Filed as: RAE GROUP, LLC Service code 11 · EIN 83-4646394 | Actuarial | $28,100 |
EAST POINT DATA6 years Service code 16 · EIN 22-3123583 | Consulting | $27,360 |
GARCIA HAMILTON & ASSOCIATES9+ years Filed as: GARCIA HAMILTON Service code 52 1401 MCKINNEY · HOUSTON, TX 77010 | Indirect Investment Fees | $19,061 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 10.50% | 724.96%-714.5pp | 78.53%-68.0pp | 37.74%-27.2pp |
| Employer contribution / active EE | $3,464 | $14,638-76.3% | $31,607-89.0% | $15,788-78.1% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |