Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORRISON COHEN LLP2 years Filed as: MORRISON COHEN Service code 29 · EIN 13-3205994 909 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $94,872 |
MARCUM LLP2 years Filed as: MARCUM Service code 34 · EIN 11-1986323 555 LONG WHARF DRIVE, 8TH FLOOR · NEW HAVEN, CT 06511 | Valuation (appraisals, etc.) | $36,028 |
ADAMY VALUATION ADVISORS INC2 years Filed as: ADAMY Service code 34 · EIN 26-1696549 50 LOUIS ST. NW, SUITE 405 · GRAND RAPIDS, MI 49503 | Valuation (appraisals, etc.) | $29,055 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 14 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $28,050 |
AEGIS FIDUCIARY SERVICES2 years Service code 21 · EIN 82-1593389 7200 HIGHWAY 278 NE · COVINGTON, GA 30014 | Bank Trustee | $22,917 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $5,046 | $59,312-91.5% | $149,723-96.6% | $103,590-95.1% |
| Participation rate | 96.7% | 70.3%+26.4pp | 78.8%+17.9pp | 73.3%+23.4pp |
| Annual return | 21.20% | 78.03%-56.8pp | 134.50%-113.3pp | 33.13%-11.9pp |
| Employer contribution / active EE | $1,434 | $2,187-34.4% | $4,821-70.3% | $3,213-55.4% |
| Participant deferral / active EE | $0 | $3,719-100.0% | $5,682-100.0% | $5,214-100.0% |
| Admin fee / account holder | $326 | $103+217.0% | $13,215-97.5% | $114+185.3% |