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 |
|---|---|---|
JOE MOSKAUSKI1+ years Filed as: JOE CAMAIONI Service code 71 27575 FERRY ROAD · WARRENVILLE, IL 60555 | Brokerage Fees | $44,169 |
CAVANAGH & O'HARA1+ years Filed as: CAVANAGH & OHARA, LLP Service code 29 · EIN 37-1259635 | Legal | $28,495 |
ROMOLO & ASSOCIATES1+ years Service code 10 · EIN 37-1077733 | Accounting | $12,250 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1975125 | Consulting | $6,608 |
Participant 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.
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 | $19,531 | $57,921-66.3% | $84,753-77.0% | $57,658-66.1% |
| Participation rate | 99.2% | 72.9%+26.3pp | 76.6%+22.6pp | 70.2%+29.0pp |
| Annual return | 0.41% | 10.24%-9.8pp | 22.78%-22.4pp | 5.13%-4.7pp |
| Employer contribution / active EE | $2,545 | $2,598-2.1% | $3,574-28.8% | $1,974+28.9% |
| Participant deferral / active EE | $234 | $2,742-91.5% | $3,712-93.7% | $3,061-92.3% |
| Admin fee / account holder | $59 | $130-54.3% | $5,333-98.9% | $95-37.3% |