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 |
|---|---|---|
MILLIMAN, INC.2+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $105,606 |
RIDER DICKERSON1 year Filed as: RIDER DICKERSON, INC. Service code 36 · EIN 36-2329183 | Copying and duplicating | $8,330 |
JOHNSON & KROL, LLC1 year Service code 29 · EIN 36-4342024 | Legal | $5,750 |
FRANCZEK RADELET P.C.1 year Service code 29 · EIN 36-3924177 | Legal | $5,000 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY PROFESSIONALS, LLP Service code 10 · EIN 32-0043599 | Accounting | $5,000 |
Filed as: MACNELL ACCOUNTING & CONSULTING Service code 10 · EIN 30-0510353 | Accounting | $5,000 |
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,622 | $34,495-89.5% | $78,676-95.4% | $63,975-94.3% |
| Participation rate | 73.0% | 60.8%+12.2pp | 73.6%-0.6pp | 71.1%+1.8pp |
| Annual return | 5.13% | 11.62%-6.5pp | 62.19%-57.1pp | 48.65%-43.5pp |
| Employer contribution / active EE | $12 | $1,398-99.2% | $2,850-99.6% | $2,182-99.5% |
| Participant deferral / active EE | $1,542 | $2,100-26.6% | $3,517-56.1% | $3,356-54.0% |
| Admin fee / account holder | $108 | $68+59.3% | $4,510-97.6% | $70+53.8% |