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 |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $142,220 |
CENTRAL DATA SERVICES8 years Service code 13 · EIN 25-1352803 | Contract Administrator | $54,571 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $40,000 |
DICLAUDIO & KRAMER, LLC8 years Service code 10 · EIN 27-0889793 | Accounting | $16,037 |
JUBELIRER PASS & INTRIERI P.C.9+ years Filed as: JUBELIRER PASS & INTRIERI, P.C. Service code 29 · EIN 25-1340770 | Legal | $12,175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,070 | $93,010-25.7% | $96,520-28.4% | $74,440-7.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 16.50% | 37.50%-21.0pp | 35.72%-19.2pp | 34.37%-17.9pp |
| Employer contribution / active EE | $4,717 | $3,427+37.6% | $3,739+26.2% | $2,638+78.8% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $198 | $633-68.7% | $6,733-97.1% | $348-43.0% |