Filed October 11, 2019
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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $75,622 |
DANZIGER & MARKHOFF LLP2 years Service code 49 · EIN 13-3010201 | Other Services | $6,861 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,250 |
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 | $118,723 | $88,203+34.6% | $165,100-28.1% | $74,478+59.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 10.63% | 17.13%-6.5pp | 70.21%-59.6pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $6,795 | $2,601+161.3% | $4,348+56.3% | $2,626+158.7% |
| Participant deferral / active EE | $3,712 | $4,505-17.6% | $6,035-38.5% | $4,350-14.7% |
| Admin fee / account holder | $541 | $2,235-75.8% | $12,696-95.7% | $1,946-72.2% |