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 |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $31,000 |
OXER TECHNOLOGIES2 years Service code 15 · EIN 13-3964793 | Recordkeeping | $16,602 |
Filed as: MASS MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,356 |
ROBERT H. BOGUCKI, P.C.3+ years Service code 29 · EIN 13-3397205 | Legal | $5,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,482 | $77,958-60.9% | $78,210-61.0% | $77,958-60.9% |
| Participation rate | 40.3% | 71.6%-31.3pp | 68.7%-28.4pp | 71.6%-31.3pp |
| Annual return | 5.16% | 20.87%-15.7pp | 40.90%-35.7pp | 20.87%-15.7pp |
| Employer contribution / active EE | $809 | $2,310-65.0% | $2,034-60.2% | $2,310-65.0% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $2,823-100.0% | $3,537-100.0% |
| Admin fee / account holder | $220 | $97+126.2% | $3,758-94.1% | $97+126.2% |