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 |
|---|---|---|
CIUNI & PANICHI, INC.10+ years Filed as: CIUNI & PANICHI Service code 10 · EIN 34-1322309 | Accounting | $20,048 |
TIFFANY MILLER3 years Filed as: TIFFANY CLARKE Service code 30 · EIN 34-0553590 | Employee (plan) | $16,009 |
Filed as: FAULKNER, HOFFMAN, PHILLIPS, LLP. Service code 29 · EIN 34-1718740 | Legal | $14,531 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 99 690 CANTON ST · WESTWOOD, MA 02090 | Other Fees | $9,226 |
TAMMY GRAVES1 year Filed as: TAMMY LICHT Service code 30 · EIN 34-0553590 | Employee (plan) | $5,445 |
ANDCO CONSULTING1 year Filed as: ANDCO Service code 28 500 W MORSE BLVD, SUITE 200 · WINTER PARK, FL 32789 | Investment Management | $5,000 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,207 | $122,596-45.2% | $184,260-63.5% | $199,960-66.4% |
| Participation rate | 92.2% | 86.9%+5.3pp | 86.8%+5.4pp | 72.0%+20.2pp |
| Annual return | 13.26% | 144.14%-130.9pp | 28.84%-15.6pp | 34.28%-21.0pp |
| Employer contribution / active EE | $3,646 | $4,570-20.2% | $6,427-43.3% | $3,036+20.1% |
| Participant deferral / active EE | $499 | $7,972-93.7% | $9,133-94.5% | $5,087-90.2% |
| Admin fee / account holder | $150 | $120+24.9% | $13,898-98.9% | $269-44.2% |