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 |
|---|---|---|
ROSANNE LACALAMITA1 year Service code 30 · EIN 36-3319994 | Employee (plan) | $44,737 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $39,697 |
MARY DELANEY CERETTO1 year Filed as: MARY CERETTO Service code 30 · EIN 36-3319994 | Employee (plan) | $36,498 |
JEFFREY HOFF1 year Service code 30 · EIN 36-3319994 | Employee (plan) | $30,168 |
LANER MUCHIN5+ years Service code 29 · EIN 36-3088463 | Legal | $13,213 |
VITECH SYSTEMS GROUP5+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 | Consulting | $10,934 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $8,074 |
ANTHONY M PONTARELLI CPA LLC5+ years Filed as: ANTHONY PINELLI Service code 29 53 W. JACKSON BLVD. · CHICAGO, IL 60604 | Legal | $5,833 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $5,713 |
BMO HARRIS BANK NA5+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Investment Management | $3,039 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,308 | $43,466-74.0% | $90,970-87.6% | $90,274-87.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.0%+31.0pp | 73.4%+26.6pp |
| Annual return | 4.11% | 25.26%-21.1pp | 134.60%-130.5pp | 53.97%-49.9pp |
| Employer contribution / active EE | $3,591 | $840+327.5% | $2,122+69.2% | $2,523+42.3% |
| Participant deferral / active EE | $0 | $2,138-100.0% | $3,373-100.0% | $4,231-100.0% |
| Admin fee / account holder | $229 | $92+148.8% | $5,961-96.2% | $114+100.4% |