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.4+ years Filed as: IE SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $160,134 |
Filed as: GERSON & ASSOCIATES CPAS AND ADV PC Service code 10 · EIN 22-3163246 | Accounting | $32,528 |
PELLETTIERI, RABSTEIN & ALTMAN4+ years Filed as: PELLETTIERI, RABSTEIN, & ALTMAN Service code 29 · EIN 21-0533765 | Legal | $25,057 |
LINDABURY, MCCORMICK, ESTABROOK4+ years Filed as: LINDABURY, MCCORMICK, ESTABROOK, CO Service code 29 · EIN 22-1943351 | Legal | $15,073 |
QUANTELLIGENT SOLUTIONS, LLC4+ years Service code 27 · EIN 22-2839120 | Advisory (Plan) | $9,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $66,051-100.0% | $92,916-100.0% | $77,775-100.0% |
| Participation rate | 0.0% | 81.0%-81.0pp | 76.0%-76.0pp | 73.2%-73.2pp |
| Annual return | 4.57% | 20.69%-16.1pp | 109.45%-104.9pp | 32.58%-28.0pp |
| Employer contribution / active EE | $9,208 | $3,426+168.8% | $3,654+152.0% | $2,504+267.7% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $5,796-100.0% | $100-100.0% |