Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $41,941 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 64 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $23,747 |
SCJ FIDUCIARY SERVICES2 years Service code 21 | Bank Trustee | $15,000 |
TUCKER & MELTZER5 years Service code 34 516 QUEENS PARKS DR · OWINGS, MD 21117 | Valuation (appraisals, etc.) | $11,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,025 | $37,463-27.9% | $77,100-64.9% | $66,949-59.6% |
| Participation rate | 99.5% | 52.9%+46.6pp | 67.9%+31.6pp | 69.8%+29.7pp |
| Annual return | 1.39% | -3.25%+4.6pp | 42.35%-41.0pp | 1.57%-0.2pp |
| Employer contribution / active EE | $6,528 | $1,535+325.3% | $2,815+131.9% | $2,545+156.5% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,430-100.0% | $4,239-100.0% |
| Admin fee / account holder | $211 | $568-62.8% | $5,443-96.1% | $594-64.4% |