Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION9+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $76,434 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $45,174 |
LANER MUCHIN2 years Filed as: LANER MUCHIN LTD Service code 29 · EIN 36-3088463 | Legal | $21,701 |
AMALGAMATED BANK9+ years Service code 15 · EIN 36-0721895 | Recordkeeping | $12,946 |
TERRY TOWNES1 year Service code 20 · EIN 46-7241306 | Trustee (individual) | $6,045 |
Participant contribution per participant 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 | $7,631 | $44,897-83.0% | $85,009-91.0% | $199,768-96.2% |
| Participation rate | 100.0% | 45.7%+54.3pp | 67.5%+32.5pp | 72.0%+28.0pp |
| Annual return | 12.62% | 20.96%-8.3pp | 66.47%-53.9pp | 34.26%-21.6pp |
| Employer contribution / active EE | $1,378 | $1,365+0.9% | $2,728-49.5% | $3,037-54.6% |
| Participant deferral / active EE | $339 | $2,668-87.3% | $4,522-92.5% | $5,090-93.3% |
| Admin fee / account holder | $97 | $584-83.4% | $6,153-98.4% | $269-63.9% |