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 |
|---|---|---|
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY TRUST Service code 10 · EIN 31-1784820 | Accounting | $71,866 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1975125 | Actuarial | $51,395 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN GROUP Service code 27 · EIN 59-3676225 | Advisory (Plan) | $24,000 |
BONNIE MANNING1+ years Service code 30 · EIN 34-1059950 | Employee (plan) | $19,697 |
MARYANN FARABAUGH1+ years Service code 30 · EIN 34-1059950 | Employee (plan) | $19,311 |
CIUNI & PANICHI, INC.1+ years Service code 10 · EIN 34-1322309 | Accounting | $18,988 |
WITHUMSMITH+BROWN, PC1+ years Filed as: DIANNA L. BROWN Service code 30 · EIN 34-1059950 | Employee (plan) | $16,738 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 23 · EIN 36-4019884 | Insurance services | $11,458 |
LOCAL 1102 RWDSU1+ years Filed as: LOCAL 400 Service code 14 · EIN 34-1059950 | Plan Administrator | $6,900 |
MANGANO LAW OFFICES1+ years Filed as: MANGANO LAW OFFICES CO., LPA Service code 29 · EIN 20-5460196 | Legal | $5,448 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $127,229-100.0% | $115,939-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 22.8%-22.8pp | 19.3%-19.3pp | 45.6%-45.6pp |
| Annual return | 11.39% | 3.55%+7.8pp | 3.97%+7.4pp | 4.16%+7.2pp |
| Employer contribution / active EE | $0 | $33,688-100.0% | $28,168-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,835-100.0% | $12,837-100.0% | $21,465-100.0% |