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 |
|---|---|---|
KRISTEN KENAGA1+ years Service code 30 · EIN 34-1907600 | Employee (plan) | $37,793 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $28,683 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $21,600 |
LITTLER MENDELSON, P.C.1+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $15,588 |
GARY M. TIBONI, CPA1+ years Service code 10 | Accounting | $13,423 |
COLUMBIA1+ years Filed as: THE COLUMBIA MANAGEMENT Service code 28 · EIN 01-0547933 | Investment Management | $9,201 |
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $6,943 |
MANGANO LAW OFFICES1+ years Service code 29 · EIN 20-5460196 | Legal | $246 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $337,218-100.0% | $313,292-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 48.5%-48.5pp | 35.7%-35.7pp | 48.7%-48.7pp |
| Annual return | -0.58% | -2.99%+2.4pp | -2.79%+2.2pp | -2.16%+1.6pp |
| Employer contribution / active EE | $0 | $44,634-100.0% | $39,327-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $351-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,423-100.0% | $15,115-100.0% | $12,572-100.0% |