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 |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $48,672 |
MARIA CATENACCI1+ years Service code 30 · EIN 22-2980666 | Employee (plan) | $31,369 |
TIMOTHY R HOTT PC1+ years Filed as: TIMOTHY R. HOTT, P.C. Service code 29 · EIN 22-3724341 | Legal | $27,900 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $27,391 |
ENNIS HARGADON, LLC1+ years Service code 10 · EIN 47-1121653 | Accounting | $18,180 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $13,434 |
LINDABURY, MCCORMICK, ESTABROOK1+ years Service code 29 · EIN 22-1943351 | Legal | $7,909 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $7,742 |
SUSANIN WIDMAN & BRENNAN PC1+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $7,675 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $7,500 |
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 | $43,579 | $39,458+10.4% | $60,547-28.0% | $55,191-21.0% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.0%+32.0pp | 69.2%+30.8pp |
| Annual return | 2.38% | 3.35%-1.0pp | 335.64%-333.3pp | 10.78%-8.4pp |
| Employer contribution / active EE | $9,199 | $1,210+660.4% | $2,419+280.2% | $1,899+384.5% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $522 | $95+448.9% | $4,536-88.5% | $91+475.3% |