Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $96,121 |
BENESYS, INC.5+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $31,280 |
ANDCO CONSULTING5+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
WHITINGER & COMPANY LLC5+ years Service code 10 · EIN 35-0905017 | Accounting | $20,000 |
Service code 38 · EIN 35-1776725 | Participant Communication | $15,619 |
ASHER KELLY3 years Filed as: ASHERKELLY Service code 29 · EIN 84-3379113 | Legal | $13,805 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant 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 | $53,259 | $106,236-49.9% | $112,258-52.6% | $64,814-17.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -10.99% | -6.02%-5.0pp | 27.47%-38.5pp | 32.84%-43.8pp |
| Employer contribution / active EE | $2,044 | $3,166-35.4% | $3,636-43.8% | $2,507-18.5% |
| Participant deferral / active EE | $752 | $3,785-80.1% | $4,728-84.1% | $4,310-82.5% |
| Admin fee / account holder | $227 | $452-49.7% | $6,411-96.5% | $188+20.9% |