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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 19 · EIN 16-1616474 | Securities Custodian | $185,963 |
PATH ADMINISTRATORS1+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $119,567 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES JOHNSTON Service code 29 · EIN 23-2077724 | Legal | $25,954 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN SCHULTZ SHERIDAN FRITZ Service code 10 · EIN 25-1644159 | Accounting | $17,750 |
JACOBY DONNER, P.C.1+ years Service code 29 1700 MARKET STREET - STE 3100 · PHILADELPHIA, PA 19103 | Legal | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | -2.97% | 611.38%-614.3pp | 22.78%-25.8pp | 48.65%-51.6pp |
| Employer contribution / active EE | $2,834 | $2,943-3.7% | $3,574-20.7% | $2,182+29.9% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |