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 BOARD3+ years Filed as: SHEET METAL WORKERS LOC 19 PENSION Service code 15 · EIN 23-1494364 | Recordkeeping | $313,578 |
Filed as: INVESTMENT PERFORMANCE SERVICES, Service code 27 642 NEWTOWN YARDLEY RD · NEWTOWN, PA 18940 | Advisory (Plan) | $67,833 |
NOVAK FRANCELLA LLC3+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $20,410 |
SUSANIN WIDMAN & BRENNAN PC3+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $16,000 |
SPEAR WILDERMAN3+ years Service code 29 · EIN 23-2749511 | Legal | $13,981 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,085 | $34,242+174.8% | $76,518+23.0% | $75,289+25.0% |
| Participation rate | 100.0% | 43.9%+56.1pp | 68.0%+32.0pp | 72.4%+27.6pp |
| Annual return | 9.11% | -0.98%+10.1pp | -0.27%+9.4pp | -0.04%+9.2pp |
| Employer contribution / active EE | $4,970 | $975+409.8% | $2,647+87.7% | $2,405+106.6% |
| Participant deferral / active EE | $0 | $1,872-100.0% | $3,836-100.0% | $3,739-100.0% |
| Admin fee / account holder | $136 | $112+21.3% | $4,849-97.2% | $102+32.7% |