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 |
|---|---|---|
B. CHAPIN1+ years Filed as: CHAPIN DAVIS Service code 51 · EIN 52-1715615 | Investment Mgmt Fees | $30,391 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ Service code 13 · EIN 52-0807416 | Contract Administrator | $24,874 |
ELLIN & TUCKER, CHARTERED1+ years Service code 10 · EIN 52-0807416 | Accounting | $9,618 |
POLLARD & ASSOCIATES, INC.1+ years Filed as: POLLARD 7 ASSOCIATES INC Service code 13 · EIN 52-0909772 | Contract Administrator | $8,056 |
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $2,238 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,872 | $47,078-74.8% | $100,671-88.2% | $55,191-78.5% |
| Participation rate | 99.6% | 58.0%+41.6pp | 70.7%+28.9pp | 69.2%+30.5pp |
| Annual return | -1.65% | 0.65%-2.3pp | 20.43%-22.1pp | 10.78%-12.4pp |
| Employer contribution / active EE | $1,644 | $1,065+54.3% | $4,012-59.0% | $1,899-13.4% |
| Participant deferral / active EE | $0 | $2,038-100.0% | $3,144-100.0% | $3,046-100.0% |
| Admin fee / account holder | $120 | $153-21.7% | $4,850-97.5% | $91+32.2% |