Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMSTOCK ADVISORS5 years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 26 EAST 7TH STREET · CINCINNATI, OH 45202 | Valuation (appraisals, etc.) | $21,527 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $15,695 |
SOMERSET CPAS3 years Filed as: SOMERSET CPAS AND ADVISORS Service code 10 · EIN 20-1717681 3925 RIVER CROSSING PARKWAY · INDIANAPOLIS, IN 46240 | Accounting | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,454 | $106,264-93.0% | $147,117-94.9% | $77,762-90.4% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.8pp |
| Annual return | -20.30% | 56.94%-77.2pp | 420.54%-440.8pp | 31.27%-51.6pp |
| Employer contribution / active EE | $1,481 | $4,074-63.7% | $4,932-70.0% | $2,728-45.7% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $93 | $334-72.1% | $12,993-99.3% | $433-78.5% |