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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY LLC Service code 27 · EIN 75-3014089 | Advisory (Plan) | $41,142 |
CHERRY BEKAERT LLP4+ years Service code 10 · EIN 56-0574444 | Accounting | $10,000 |
SMITH & DOWNEY1 year Service code 29 · EIN 52-1839270 | Legal | $5,332 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,200 |
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 | $51,237 | $66,302-22.7% | $110,243-53.5% | $56,289-9.0% |
| Participation rate | 91.7% | 74.9%+16.8pp | 79.8%+11.9pp | 69.9%+21.9pp |
| Annual return | -3.29% | -1.18%-2.1pp | 314.76%-318.0pp | -9.96%+6.7pp |
| Employer contribution / active EE | $751 | $2,047-63.3% | $3,827-80.4% | $2,111-64.4% |
| Participant deferral / active EE | $3,559 | $3,381+5.2% | $4,672-23.8% | $3,350+6.2% |
| Admin fee / account holder | $175 | $698-75.0% | $8,548-98.0% | $521-66.4% |