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 |
|---|---|---|
CARDAY ASSOCIATES5 years Service code 13 · EIN 53-0257019 7130 COLUMBIA GATEWAY DR · COLUMBIA, MD 21046 | Contract Administrator | $31,824 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 410 SEVERN AVE BLD B 211 · ANNAPOLIS, MD 21401 | Investment Management | $24,281 |
DLA PIPER1 year Filed as: DLA PIPER LLP Service code 29 · EIN 52-0616490 1251 6TH AVE · NEW YORK, NY 10020 | Legal | $18,530 |
SLEVIN & HART, P.C.4 years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $10,008 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0614919 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services; Direct payment fr... | $6,875 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $809 | $95,918-99.2% | $151,645-99.5% | $77,906-99.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -17.58% | -5.50%-12.1pp | 3.34%-20.9pp | 12.16%-29.7pp |
| Employer contribution / active EE | $467 | $4,330-89.2% | $6,165-92.4% | $2,846-83.6% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $26 | $93-72.6% | $11,614-99.8% | $133-80.7% |