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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $98,259 |
Service code 13 · EIN 83-2454243 | Contract Administrator | $57,000 |
THE SEGAL COMPANY9+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
LOCAL 1102 RWDSU9+ years Filed as: LOCAL 17 FRINGE BENEFIT FUND Service code 13 · EIN 34-1472960 | Contract Administrator | $21,455 |
J. SCHAEFER & COMPANY LLC4 years Filed as: J SCHAEFER & COMPANY LLC Service code 10 · EIN 82-3706925 | Accounting | $8,500 |
TUCKER ARENSBERG1 year Filed as: TUCKER ARENSBERG P.C. Service code 29 ONE PPG PLACE, SUITE 1500 · PITTSBURGH, PA 15222 | Legal | $6,920 |
POFOK CRAMPTON LLC4 years Service code 29 · EIN 85-2393001 | Legal | $6,119 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,207 | $241,450-76.7% | $103,378-45.6% | $199,874-71.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 13.03% | 17.80%-4.8pp | 24.91%-11.9pp | 34.28%-21.3pp |
| Employer contribution / active EE | $5,973 | $4,250+40.5% | $3,870+54.3% | $3,036+96.7% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $180 | $288-37.5% | $8,401-97.9% | $269-33.2% |