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 |
|---|---|---|
MIKE AVERSANO CPA, PC1 year Filed as: MIKE AVERSANO CPA,PC Service code 10 · EIN 47-5684521 | Accounting | $36,000 |
CEP CONSULTANTS, INC2 years Filed as: CEP CONSULTANTS INC Service code 64 · EIN 11-2482296 | Recordkeeping Fees | $18,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $231,535-100.0% | $231,535-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 45.5%-45.5pp | 35.7%-35.7pp |
| Annual return | -8.22% | 12.59%-20.8pp | 12.92%-21.1pp | 15.19%-23.4pp |
| Employer contribution / active EE | $0 | $27,595-100.0% | $24,425-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $18-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $262,349-100.0% | $262,349-100.0% | $50,584-100.0% |