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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7 years Service code 13 · EIN 52-1590516 | Contract Administrator | $104,662 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,125 |
MATRIX TRUST COMPANY4 years Service code 28 · EIN 75-3182674 | Investment Management | $25,771 |
ASHER, GITTLER & D'ALBA, LTD.10+ years Service code 29 · EIN 36-2786883 | Legal | $24,228 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $21,674 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,001 | $82,972-18.0% | $103,374-34.2% | $77,671-12.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 11.73% | 19.14%-7.4pp | 24.89%-13.2pp | 31.21%-19.5pp |
| Employer contribution / active EE | $9,250 | $3,554+160.3% | $3,869+139.1% | $2,726+239.3% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $237 | $639-62.9% | $8,394-97.2% | $430-45.0% |