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 |
|---|---|---|
Filed as: BENFITS MANAGEMENT GROUP INC. Service code 13 · EIN 20-0188125 | Contract Administrator | $133,453 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $57,289 |
SEGALL BRYANT & HAMILL8 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 35-2679129 | Investment Management | $56,034 |
LANER MUCHIN8 years Filed as: LANER, MUCHIN LTD. Service code 10 · EIN 36-3088463 | Accounting | $21,883 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $13,480 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,754 | $81,301-94.2% | $76,030-93.7% | $200,096-97.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | 10.22% | 16.31%-6.1pp | 361.54%-351.3pp | 34.26%-24.0pp |
| Employer contribution / active EE | $297 | $3,352-91.1% | $2,688-89.0% | $3,038-90.2% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,257-100.0% | $5,090-100.0% |
| Admin fee / account holder | $104 | $145-28.3% | $6,421-98.4% | $269-61.4% |