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 |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.4+ years Service code 37 · EIN 52-2136664 | Loan Processing | $13,133 |
SIMON LEVER LLC3 years Filed as: SIMON LEVER LLP Service code 10 444 MURRY HILL CIRCLE · LANCASTER, PA 17601 | Accounting | $7,520 |
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 | $20,466 | $35,485-42.3% | $74,551-72.5% | $55,725-63.3% |
| Participation rate | 79.2% | 62.5%+16.7pp | 69.1%+10.0pp | 70.9%+8.3pp |
| Annual return | -3.82% | 0.72%-4.5pp | 32.53%-36.4pp | 244.93%-248.7pp |
| Employer contribution / active EE | $568 | $777-27.0% | $1,961-71.1% | $2,078-72.7% |
| Participant deferral / active EE | $1,050 | $2,181-51.9% | $3,108-66.2% | $3,356-68.7% |
| Admin fee / account holder | $46 | $114-60.0% | $5,059-99.1% | $115-60.3% |