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 |
|---|---|---|
EKON BENEFITS8+ years Service code 11 · EIN 43-1317863 | Actuarial | $51,675 |
ANDERS MINKLER HUBER & HELM LLP8+ years Service code 10 · EIN 43-0831507 | Accounting | $43,505 |
SEIU LOCAL 2000 H & W FUND8+ years Service code 15 · EIN 43-1598128 | Recordkeeping | $38,893 |
AMALGA TRUST8+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $35,288 |
HAMMOND AND SHINNERS, P.C.5 years Filed as: HAMMOND AND SHINNERS PC Service code 29 · EIN 43-1164305 | Legal | $8,654 |
Service code 19 · EIN 76-0488937 | Securities Custodian | $6,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,286 | $50,199-89.5% | $69,884-92.4% | $66,938-92.1% |
| Participation rate | 63.9% | 66.3%-2.5pp | 70.5%-6.6pp | 69.8%-6.0pp |
| Annual return | -21.06% | -13.85%-7.2pp | 190.81%-211.9pp | 1.58%-22.6pp |
| Employer contribution / active EE | $794 | $1,864-57.4% | $2,560-69.0% | $2,545-68.8% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,848-100.0% | $4,238-100.0% |
| Admin fee / account holder | $210 | $600-65.0% | $6,266-96.7% | $594-64.7% |