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 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $216,819 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $37,500 |
Service code 16 · EIN 43-1451524 PO BOX 735399 · DALLAS, TX 75373 | Consulting | $32,500 |
WESTMINSTER CONSULTING, LLC2 years Filed as: WESTMINSTER CONSULTING Service code 16 · EIN 45-3679779 11 CENTRE PARK · ROCHESTER, NY 14614 | Consulting | $32,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,351 | $86,225+70.9% | $146,685+0.5% | $86,813+69.7% |
| Participation rate | 59.3% | 78.0%-18.6pp | 80.1%-20.7pp | 72.3%-12.9pp |
| Annual return | 15.51% | 31.23%-15.7pp | 22.75%-7.2pp | 97.93%-82.4pp |
| Employer contribution / active EE | $1,911 | $2,392-20.1% | $4,137-53.8% | $2,406-20.6% |
| Participant deferral / active EE | $4,336 | $4,245+2.2% | $5,507-21.2% | $4,131+5.0% |
| Admin fee / account holder | $230 | $195+17.8% | $10,281-97.8% | $170+35.7% |