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 |
|---|---|---|
RWDSU/UFCW LOCAL 3383+ years Service code 49 · EIN 13-1215100 | Other Services | $30,325 |
LOCAL 338 H&W FUND3+ years Service code 49 · EIN 13-2980858 | Other Services | $17,229 |
FRIEDMAN & ANSPACH3+ years Service code 29 · EIN 13-3403675 | Legal | $12,743 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $8,500 |
Filed as: PERFECT PRINTING SOLUTIONS INC Service code 49 · EIN 46-1378840 | Other Services | $6,256 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,827 | $37,026-95.1% | $78,778-97.7% | $177,276-99.0% |
| Participation rate | 100.0% | 54.2%+45.8pp | 69.2%+30.8pp | 74.8%+25.2pp |
| Annual return | 3.74% | 16.20%-12.5pp | 35.62%-31.9pp | 21.25%-17.5pp |
| Employer contribution / active EE | $917 | $730+25.6% | $1,986-53.8% | $2,479-63.0% |
| Participant deferral / active EE | $0 | $1,412-100.0% | $2,958-100.0% | $3,881-100.0% |
| Admin fee / account holder | $13 | $77-83.4% | $5,134-99.8% | $154-91.8% |