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 |
|---|---|---|
Service code 15 · EIN 23-2439467 | Recordkeeping | $11,500 |
MARTIN M SACKS & ASSOCIATES2 years Filed as: MARTIN M. SACKS & ASSOCIATES Service code 10 · EIN 23-1979781 | Accounting | $10,064 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,848 | $58,726-86.6% | $92,240-91.5% | $62,293-87.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -31.11% | 43.62%-74.7pp | 176.29%-207.4pp | 28.90%-60.0pp |
| Employer contribution / active EE | $1,527 | $2,392-36.1% | $3,680-58.5% | $2,042-25.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $119 | $556-78.7% | $5,194-97.7% | $479-75.3% |