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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,743 |
Filed as: MACROVIEW INVESTMENT MANAGEMENT LLC Service code 27 · EIN 26-4133685 | Advisory (Plan) | $15,991 |
RYAN & MANN LLC1 year Filed as: RYAN MANN LLC Service code 10 · EIN 92-1104525 | Accounting | $13,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,223 | $88,360-35.2% | $145,433-60.7% | $67,986-15.8% |
| Participation rate | 78.0% | 65.5%+12.6pp | 82.1%-4.1pp | 57.2%+20.8pp |
| Annual return | 21.23% | 63.15%-41.9pp | 66.58%-45.3pp | 31.67%-10.4pp |
| Employer contribution / active EE | $3,403 | $3,054+11.4% | $4,554-25.3% | $2,019+68.6% |
| Participant deferral / active EE | $7,531 | $5,932+27.0% | $7,897-4.6% | $3,358+124.3% |
| Admin fee / account holder | $466 | $3,313-85.9% | $13,129-96.4% | $3,203-85.4% |