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 |
|---|---|---|
GEM GROUP2+ years Service code 13 · EIN 26-1603738 | Contract Administrator | $115,301 |
MILLER & CHEVALIER2+ years Filed as: MILLER CHEVALIER Service code 29 · EIN 52-1212890 | Legal | $22,732 |
DOVER PARTNERS, INC.1 year Filed as: DOVER PARTNERS Service code 27 · EIN 31-1281984 | Advisory (Plan) | $20,991 |
LUBLINSUSSMAN GROUP, LLP1 year Service code 10 · EIN 34-1087273 | Accounting | $18,007 |
ASCENSUS LLC1 year Filed as: LEDBETTER, PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $17,246 |
ULLICO1 year Filed as: ULLICO CASUALTY GROUP Service code 23 · EIN 52-2197710 | Direct payment from the plan; Insuran... | $15,567 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $3,366 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,177 | $60,545-10.5% | $92,240-41.3% | $69,631-22.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 10.90% | 19.71%-8.8pp | 176.29%-165.4pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $3,060 | $2,633+16.2% | $3,680-16.9% | $2,032+50.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $237 | $145+63.9% | $5,194-95.4% | $110+114.9% |