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 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $56,017 |
PARADIGM CONSULTING, INC.7+ years Service code 27 133 BUSINESS PARK DRIVE · UTICA, NY 13502 | Advisory (Plan) | $37,423 |
FUST CHARLES CHAMBERS LLP7+ years Filed as: FUST CHARLES CHAMBERS, LLP Service code 10 · EIN 16-1226221 | Accounting | $9,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,692 | $56,540+37.4% | $185,851-58.2% | $86,821-10.5% |
| Participation rate | 30.0% | 65.5%-35.6pp | 81.7%-51.7pp | 72.3%-42.3pp |
| Annual return | 11.62% | 118.20%-106.6pp | 122.11%-110.5pp | 97.94%-86.3pp |
| Employer contribution / active EE | $365 | $1,844-80.2% | $5,168-92.9% | $2,406-84.8% |
| Participant deferral / active EE | $1,057 | $2,555-58.6% | $5,569-81.0% | $4,132-74.4% |
| Admin fee / account holder | $500 | $150+233.8% | $16,245-96.9% | $170+194.6% |