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 |
|---|---|---|
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-1008021 | Legal | $45,661 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 25-1590035 | Advisory (Plan) | $42,500 |
Filed as: FRANK M VACCARO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $40,367 |
Filed as: CIM INVESTMENT MANAGERS Service code 28 · EIN 25-1738846 | Investment Management | $34,585 |
Service code 10 · EIN 25-1777540 | Accounting | $23,535 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,921-100.0% | $84,753-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | 5.46% | 10.24%-4.8pp | 22.78%-17.3pp | 5.13%+0.3pp |
| Employer contribution / active EE | $3,793 | $2,598+46.0% | $3,574+6.1% | $1,974+92.2% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |