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 |
|---|---|---|
SEI INVESTMENTS2+ years Service code 13 · EIN 23-1707341 | Contract Administrator | $215,091 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS P. Service code 10 · EIN 14-1624930 | Accounting | $34,500 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 13 · EIN 34-1974250 | Contract Administrator | $32,069 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Service code 10 · EIN 16-1120588 | Accounting | $23,891 |
POZEFSKY, BRAMLEY & MURPHY2+ years Filed as: POZEFSKY, BRAMLEY, & MURPHY Service code 29 · EIN 14-1601487 | Legal | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,274-100.0% | $149,721-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 8.95% | 20.36%-11.4pp | 1501.67%-1492.7pp | 20.87%-11.9pp |
| Employer contribution / active EE | $4,179 | $3,727+12.1% | $5,444-23.2% | $2,310+80.8% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $240-100.0% | $11,282-100.0% | $97-100.0% |