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 |
|---|---|---|
MARCO CONSULTING GROUP4+ years Filed as: THE MARCO CONSULTING GROUP Service code 15 · EIN 36-3555078 | Recordkeeping | $38,960 |
YURCHYK & DAVIS CPA'S, INC.4+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $15,450 |
BENESYS, INC.3 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $13,493 |
Service code 28 · EIN 26-2237421 | Investment Management | $9,993 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,990 | $56,443-32.7% | $83,830-54.7% | $55,725-31.8% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -5.38% | 393.67%-399.0pp | 850.97%-856.4pp | 244.93%-250.3pp |
| Employer contribution / active EE | $3,282 | $2,682+22.4% | $3,631-9.6% | $2,078+57.9% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $177 | $156+13.6% | $5,479-96.8% | $115+54.1% |