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 |
|---|---|---|
BENSERCO1 year Service code 12 · EIN 13-2732561 | Claims processing | $79,856 |
SIKICH LLP2+ years Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $59,865 |
SPIVAK LIPTON LLP2+ years Filed as: SPIVAK LIPTON Service code 21 · EIN 13-3494495 | Bank Trustee | $52,248 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSOC Service code 21 · EIN 36-3555078 | Bank Trustee | $23,750 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $17,008 |
KOBGO ASSOCIATES1 year Filed as: KOBGO Service code 10 · EIN 13-2751089 | Accounting | $14,720 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER, KAPLAN & ARASE Service code 10 · EIN 95-2036255 | Accounting | $9,122 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,413 | $34,495+72.2% | $78,676-24.5% | $63,975-7.1% |
| Participation rate | 95.1% | 60.8%+34.3pp | 73.6%+21.6pp | 71.1%+24.0pp |
| Annual return | 9.77% | 11.62%-1.9pp | 62.19%-52.4pp | 48.65%-38.9pp |
| Employer contribution / active EE | $205 | $1,398-85.3% | $2,850-92.8% | $2,182-90.6% |
| Participant deferral / active EE | $4,424 | $2,100+110.6% | $3,517+25.8% | $3,356+31.8% |
| Admin fee / account holder | $182 | $68+167.8% | $4,510-96.0% | $70+158.5% |