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 |
|---|---|---|
I.E. SHAFFER & CO.7+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $129,109 |
O'BRIEN BELLAND & BUSHINSKY7+ years Filed as: O BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $41,636 |
MSPC7+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $41,005 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: SMITH BARNEY Service code 27 · EIN 13-2919773 | Advisory (Plan) | $16,750 |
LINDABURY, MCCORMICK, ESTABROOK7+ years Service code 29 · EIN 22-1943351 | Legal | $8,094 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,779 | $106,236+65.5% | $112,270+56.6% | $64,829+171.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | 4.04% | -6.02%+10.1pp | 27.49%-23.5pp | 32.85%-28.8pp |
| Employer contribution / active EE | $11,549 | $3,167+264.7% | $3,635+217.7% | $2,507+360.6% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,312-100.0% |
| Admin fee / account holder | $188 | $452-58.4% | $6,411-97.1% | $188+0.1% |