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 |
|---|---|---|
DICKINSON WRIGHT PLLC9+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $130,105 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $67,287 |
SLEVIN & HART, P.C.9+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $38,307 |
SAGE ADVISORY SERVICES7 years Service code 28 · EIN 74-2798841 | Investment Management | $36,270 |
COSTAROTHBORT LLC9+ years Filed as: COSTAROTHBORT CPAS LLC Service code 10 · EIN 46-5286678 | Accounting | $34,706 |
REYNOLDS CONSULTING SERVICES7 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $32,500 |
Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $31,829 |
ERIC OLYNIK9+ years Service code 20 · EIN 11-3310059 | Direct payment from the plan; Trustee... | $27,175 |
Filed as: FRANK RAPPO Service code 20 · EIN 11-3310059 | Trustee (individual); Direct payment ... | $27,175 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $25,151 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,792 | $93,010-84.1% | $96,543-84.7% | $74,478-80.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 11.32% | 37.50%-26.2pp | 35.75%-24.4pp | 34.37%-23.1pp |
| Employer contribution / active EE | $5,138 | $3,427+49.9% | $3,741+37.3% | $2,637+94.8% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $136 | $633-78.6% | $6,737-98.0% | $347-60.9% |