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 |
|---|---|---|
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 300 FIRST STAMFORD PLACE · STAMFORD, CT 06902 | Accounting | $94,000 |
JOSEPH & TURNER CONSULTING ACTUARIE1 year Service code 15 144 WEST 132ND STREET · NEW YORK, NY 10027 | Recordkeeping | $31,950 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO. INC. Service code 26 85 BROAD STREET · NEW YORK, NY 10004 | Advisory (Participants) | $14,026 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 19 200 DRYDEN ROAD, SUITE 4000 · DRESHER, PA 19025 | Securities Custodian | $5,453 |
ROPES & GRAY LLP1 year Filed as: ROPES & GRAY, LLP Service code 29 1211 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Legal | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,950,585 | $121,671+1503.2% | $211,142+823.8% | $64,340+2931.7% |
| Participation rate | 99.0% | 76.5%+22.6pp | 87.3%+11.7pp | 55.2%+43.8pp |
| Annual return | 23.97% | 21.43%+2.5pp | 46.84%-22.9pp | 24.14%-0.2pp |
| Employer contribution / active EE | $42,371 | $4,066+942.2% | $6,442+557.7% | $1,862+2176.0% |
| Participant deferral / active EE | $22,767 | $6,049+276.4% | $9,284+145.2% | $2,980+663.9% |
| Admin fee / account holder | $804 | $4,774-83.2% | $19,076-95.8% | $3,703-78.3% |