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 |
|---|---|---|
KAUFMANN & GOBLE3 years Filed as: KAUFMANN AND GOBLE ASSOCIATES, INC. Service code 14 · EIN 94-2614826 | Plan Administrator | $980,314 |
MAMMINI COMPANY INC.3 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $185,458 |
MATRIX TRUST COMPANY5 years Service code 25 · EIN 75-3182674 | Directed Trustee | $137,521 |
GILBERT & SACKMAN6+ years Service code 29 · EIN 95-2906951 | Legal | $84,861 |
SHEET METAL BENEFIT PLAN ADMIN.6+ years Service code 11 · EIN 95-4337897 | Actuarial | $22,607 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $22,300 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,550 | $88,770-45.3% | $109,191-55.5% | $93,010-47.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 28.06% | 60.64%-32.6pp | 25.76%+2.3pp | 158.70%-130.6pp |
| Employer contribution / active EE | $3,535 | $3,780-6.5% | $3,723-5.0% | $2,705+30.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $157 | $172-9.1% | $6,756-97.7% | $152+3.2% |