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 |
|---|---|---|
INR ADVISORS2 years Filed as: INR Service code 12 · EIN 02-0755540 | Claims processing | $29,003 |
MORISON COGEN LLP4+ years Service code 10 · EIN 23-1406493 | Accounting | $19,500 |
RELIANCE TRUST COMPANY4+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $12,754 |
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 11 · EIN 25-1809719 | Actuarial | $11,125 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -5.63% | -0.75%-4.9pp | 4.36%-10.0pp | -82.67%+77.0pp |
| Employer contribution / active EE | $0 | $45,586-100.0% | $27,383-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |