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 LACALAMITA3 years Service code 30 · EIN 36-3319994 | Employee (plan) | $47,800 |
LANER MUCHIN7+ years Service code 29 · EIN 36-3088463 | Legal | $42,198 |
MARY DELANEY CERETTO3 years Filed as: MARY CERETTO Service code 30 · EIN 36-3319994 | Employee (plan) | $39,120 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $37,943 |
VITECH SYSTEMS GROUP7+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 | Consulting | $31,389 |
JEFFREY HOFF3 years Service code 30 · EIN 36-3319994 | Employee (plan) | $31,052 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $13,489 |
Filed as: LA SALLE CONSULTING PARTNERS INC Service code 16 200 WEST MADISON ST, SUITE 940 · CHICAGO, IL 60606 | Consulting | $11,813 |
RIVERBRIDGE PARTNERS2 years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $11,765 |
Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $9,293 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,663 | $39,973-58.3% | $79,583-79.1% | $77,906-78.6% |
| Participation rate | 100.0% | 64.6%+35.4pp | 69.5%+30.5pp | 73.7%+26.3pp |
| Annual return | -9.99% | 3.42%-13.4pp | 0.16%-10.1pp | 12.16%-22.1pp |
| Employer contribution / active EE | $4,127 | $1,088+279.4% | $2,414+71.0% | $2,846+45.0% |
| Participant deferral / active EE | $0 | $2,774-100.0% | $3,986-100.0% | $4,805-100.0% |
| Admin fee / account holder | $292 | $113+158.3% | $6,835-95.7% | $133+120.0% |