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 |
|---|---|---|
BENESYS, INC.6 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $342,791 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $327,168 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $69,236 |
KRAW LAW GROUP6 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $55,210 |
MEKETA INVESTMENT GROUP7+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $53,465 |
COMPLIANCE VERIFICATION6 years Service code 10 · EIN 26-2336426 | Accounting | $10,570 |
FREMONT BANK5 years Service code 18 · EIN 94-1569025 | Custodial (other than securities); Di... | $8,131 |
IRON MOUNTAIN5 years Service code 49 · EIN 04-3038590 | Other Services | $5,426 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,997 | $80,412-9.2% | $109,191-33.1% | $101,555-28.1% |
| Participation rate | 90.9% | 84.4%+6.5pp | 75.9%+15.0pp | 74.5%+16.3pp |
| Annual return | 11.96% | 16.17%-4.2pp | 25.76%-13.8pp | 21.00%-9.0pp |
| Employer contribution / active EE | $3,657 | $3,731-2.0% | $3,723-1.8% | $2,972+23.1% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $151 | $135+12.1% | $6,756-97.8% | $139+8.4% |