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 |
|---|---|---|
ANDCO CONSULTING2 years Service code 16 5000 ROCKSIDE ROAD SUITE 320 · INDEPENDENCE, OH 44131 | Consulting | $20,000 |
BENESYS, INC.3 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 33 FITCH BLVD · YOUNGSTOWN, OH 44515 | Contract Administrator | $10,500 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services | $8,854 |
HILL WARD HENDERSON2 years Filed as: HILL, BARTH & KING LLC Service code 10 · EIN 34-1897225 6603 SUMMIT DRIVE · CANFIELD, OH 44406 | Accounting | $7,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,755 | $56,443-6.5% | $83,831-37.1% | $55,725-5.3% |
| Participation rate | 79.5% | 72.0%+7.4pp | 76.1%+3.3pp | 70.9%+8.6pp |
| Annual return | -6.12% | 393.67%-399.8pp | 850.99%-857.1pp | 244.93%-251.0pp |
| Employer contribution / active EE | $2,391 | $2,682-10.8% | $3,631-34.1% | $2,078+15.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $133 | $156-14.7% | $5,479-97.6% | $115+15.8% |