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 |
|---|---|---|
SHEET METAL CONTROL BOARD1+ years Filed as: SHEET METAL WORKERS LOC 19 PENSION Service code 15 · EIN 23-1494364 | Recordkeeping | $203,805 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS,INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,750 |
SPEAR WILDERMAN1+ years Service code 29 · EIN 23-2749511 | Legal | $10,388 |
SUSANIN WIDMAN & BRENNAN PC1+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $10,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,750 | $31,370+157.4% | $74,577+8.3% | $63,975+26.2% |
| Participation rate | 100.0% | 42.6%+57.4pp | 68.1%+31.9pp | 71.1%+28.9pp |
| Annual return | 0.21% | -105.16%+105.4pp | 20.47%-20.3pp | 48.65%-48.4pp |
| Employer contribution / active EE | $4,054 | $822+393.2% | $2,525+60.5% | $2,182+85.8% |
| Participant deferral / active EE | $0 | $1,560-100.0% | $3,458-100.0% | $3,356-100.0% |
| Admin fee / account holder | $93 | $77+20.8% | $4,138-97.8% | $70+31.7% |