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 |
|---|---|---|
SBHU LIFE AGENCY INC2+ years Service code 22 · EIN 13-2896238 | Insurance Broker | $51,756 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $21,000 |
SEAFARERS VACATION PLAN2+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $15,000 |
Service code 50 · EIN 04-1590850 | Direct Payment | $8,261 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,677 | $56,606-59.9% | $67,834-66.6% | $65,292-65.3% |
| Participation rate | 12.7% | 62.4%-49.7pp | 68.8%-56.1pp | 72.4%-59.7pp |
| Annual return | 7.31% | 16.19%-8.9pp | 138.47%-131.2pp | 11.84%-4.5pp |
| Employer contribution / active EE | $0 | $1,797-100.0% | $2,403-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $422 | $2,804-84.9% | $3,160-86.6% | $3,579-88.2% |
| Admin fee / account holder | $46 | $57-18.9% | $4,622-99.0% | $57-20.0% |