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 |
|---|---|---|
DOAR RIECK KALEY & MACK6 years Service code 29 · EIN 13-4120430 | Legal | $109,493 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $92,925 |
ATALANTA SOSNOFF5 years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $43,464 |
Filed as: DATA SURGE SOLUTIONS OF NY, INC Service code 15 · EIN 83-0594917 | Recordkeeping | $41,625 |
Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $39,810 |
QUAN-VEST CONSULTANTS, INC.6 years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $26,196 |
WILMINGTON TRUST2 years Service code 19 · EIN 16-1486454 | Securities Custodian | $21,122 |
MOGILA LAW GROUP2 years Service code 29 · EIN 87-2593727 | Legal | $20,798 |
BENESYS, INC.3 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC Service code 15 · EIN 22-2034252 | Recordkeeping | $16,164 |
CUNNINGHAM & CUNNINGHAM LLP8+ years Filed as: CUNNINGHAM & CUNNINGHAM, LLP Service code 29 · EIN 06-1506457 | Legal | $14,002 |
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 | $31,152 | $76,774-59.4% | $112,249-72.2% | $77,906-60.0% |
| Participation rate | 99.8% | 80.2%+19.7pp | 75.1%+24.8pp | 73.7%+26.1pp |
| Annual return | -11.32% | -10.25%-1.1pp | 27.48%-38.8pp | 12.16%-23.5pp |
| Employer contribution / active EE | $8,911 | $3,977+124.1% | $3,636+145.1% | $2,846+213.1% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $306 | $239+28.0% | $6,412-95.2% | $133+130.7% |