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 |
|---|---|---|
PFM ADVISORS5+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $319,127 |
BENESYS, INC.1 year Service code 13 700 TOWERS DRIVE · TROY, MI 48098 | Contract Administrator | $121,846 |
Service code 11 · EIN 23-1700844 | Actuarial | $44,333 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $43,177 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES W JOHNSTON, PC Service code 29 · EIN 23-2077724 | Legal | $31,201 |
CLEARY, JOSEM & TRIGIANI LLP3 years Filed as: CLEARY, JOSEM & TRIGIANI Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $20,849 |
FISCHER DORWART, P.C.3 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $18,800 |
KNAG HAGGERTY & FEYROT, LLC2 years Service code 29 123 S. BROAD STREET, SUITE 1670 · PHILADELPHIA, PA 19109 | Legal | $17,207 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 1.99% | 6.41%-4.4pp | 8.01%-6.0pp | 11.45%-9.5pp |
| Employer contribution / active EE | $12,380 | $11,592+6.8% | $29,476-58.0% | $17,219-28.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |