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 INVESTMENTS5+ years Service code 13 · EIN 23-1707341 | Contract Administrator | $287,378 |
Service code 14 · EIN 52-1590516 | Plan Administrator | $108,000 |
Service code 19 · EIN 34-1974250 | Securities Custodian | $39,870 |
JOSEPH W. MCCARTHY & ASSOCIATES5+ years Service code 10 · EIN 16-1120588 | Accounting | $36,801 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS P. Service code 10 · EIN 14-1624930 | Accounting | $36,500 |
POZEFSKY, BRAMLEY & MURPHY5+ years Filed as: POZEFSKY, BRAMLEY, & MURPHY Service code 29 · EIN 14-1601487 | Legal | $20,282 |
ISSI3 years Service code 15 · EIN 23-2182079 | Recordkeeping | $10,091 |
BOLTON PARTNERS, INC.2 years Filed as: BOLTON PARTNERS Service code 11 · EIN 27-3666661 | Actuarial | $9,263 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,247 | $110,699-60.0% | $177,827-75.1% | $90,274-51.0% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 2.40% | 22.79%-20.4pp | 48.32%-45.9pp | 53.97%-51.6pp |
| Employer contribution / active EE | $4,423 | $4,118+7.4% | $5,918-25.3% | $2,523+75.3% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,713-100.0% | $4,231-100.0% |
| Admin fee / account holder | $336 | $90+273.2% | $12,429-97.3% | $114+194.5% |