See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $545,739 |
Filed as: LAWRENCE C. MUSGROVE Service code 13 · EIN 20-1935452 | Contract Administrator | $216,519 |
BDO USA, LLP3 years Filed as: BDO Service code 13 · EIN 13-5381590 | Contract Administrator | $176,595 |
Filed as: GREGORY, MOORE, BROOKS Service code 13 · EIN 38-3093929 | Contract Administrator | $57,754 |
COWDEN ASSOCIATES, INC.2 years Service code 13 · EIN 25-1750131 | Contract Administrator | $47,519 |
BRIAN PATTEN ASSOCIATES2 years Service code 13 · EIN 81-3014928 | Contract Administrator | $40,000 |
GENERAL PLACEMENT1 year Service code 13 · EIN 25-1722919 | Contract Administrator | $30,062 |
BECKERMAN & CO.1 year Filed as: BECKERMAN COMPANY Service code 27 · EIN 26-3554645 | Advisory (Plan) | $28,500 |
Filed as: WESTERN INTERNATIONAL SE Service code 13 · EIN 84-1314321 | Contract Administrator | $24,378 |
VARNUM LLP2 years Filed as: VARNUM Service code 13 · EIN 38-1294924 | Contract Administrator | $22,423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,292 | $96,393-89.3% | $86,612-88.1% | $96,393-89.3% |
| Participation rate | 68.6% | 71.3%-2.7pp | 71.7%-3.1pp | 71.3%-2.7pp |
| Annual return | 14.29% | 22.88%-8.6pp | 591.07%-576.8pp | 22.88%-8.6pp |
| Employer contribution / active EE | $983 | $3,238-69.7% | $3,022-67.5% | $3,238-69.7% |
| Participant deferral / active EE | $29 | $5,455-99.5% | $4,438-99.3% | $5,455-99.5% |
| Admin fee / account holder | $118 | $74+59.5% | $5,614-97.9% | $74+59.5% |