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 |
|---|---|---|
MOREY, NEE, BUCK & OSWALD, LLC2+ years Service code 10 · EIN 27-4435968 1120 N. BETHLEHEM PIKE · SPRING HOUSE, PA 19477 | Accounting | $13,000 |
IVERNESS COUNSEL, LLC2+ years Service code 27 · EIN 30-0655125 845 THIRD AVENUE - 8TH FLOOR · NEW YORK, NY 10022 | Advisory (Plan) | $9,847 |
DF PENSIONS, INC.1 year Service code 14 · EIN 90-0334271 131 2ND AVENUE NORTH · JACKSONVILLE BEACH, FL 32250 | Plan Administrator | $5,145 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,113 | $48,078-58.2% | $78,676-74.4% | $62,881-68.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 3.18% | 31.36%-28.2pp | 62.19%-59.0pp | 20.14%-17.0pp |
| Employer contribution / active EE | $2,708 | $2,015+34.4% | $2,850-5.0% | $2,281+18.7% |
| Participant deferral / active EE | $239 | $2,587-90.8% | $3,517-93.2% | $3,203-92.5% |
| Admin fee / account holder | $308 | $3,206-90.4% | $4,510-93.2% | $4,296-92.8% |