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 |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISER AMPER Service code 34 · EIN 13-1639826 | Valuation (appraisals, etc.) | $10,000 |
BEDARD, KUROWICKI, & CO1 year Service code 10 · EIN 22-3299874 | Accounting | $7,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,340 | $47,057-69.5% | $87,502-83.6% | - |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.8%+26.2pp | - |
| Annual return | 2.26% | 3.77%-1.5pp | 12.21%-10.0pp | - |
| Employer contribution / active EE | $51 | $995-94.9% | $2,550-98.0% | - |
| Participant deferral / active EE | $0 | $1,699-100.0% | $3,149-100.0% | - |
| Admin fee / account holder | $135 | $11,018-98.8% | $4,221-96.8% | - |