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 |
|---|---|---|
FOX ROTHSCHILD LLP3+ years Service code 99 · EIN 23-1404723 | Other Fees | $20,600 |
EISNERAMPER LLP2 years Filed as: EISNER AMPER Service code 99 · EIN 13-1639826 | Other Fees | $19,380 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $249,131 | $80,753+208.5% | $136,298+82.8% | $62,293+299.9% |
| Participation rate | 99.1% | 73.5%+25.5pp | 81.9%+17.2pp | 69.5%+29.6pp |
| Annual return | 17.48% | 35.83%-18.4pp | 5156.27%-5138.8pp | 28.90%-11.4pp |
| Employer contribution / active EE | $10,454 | $2,884+262.5% | $4,696+122.6% | $2,042+411.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $592 | $525+12.7% | $9,244-93.6% | $479+23.5% |