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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $90,168 |
PFM ADVISORS5+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 28 · EIN 23-3087064 | Investment Management | $25,890 |
RICHARD GABRIEL ASSOCIATES5+ years Service code 11 · EIN 23-2817579 | Actuarial | $12,500 |
MARKOWITZ & RICHMAN5+ years Service code 29 · EIN 23-2111581 | Legal | $11,585 |
CYPHER & CYPHER5+ years Service code 10 · EIN 25-1385288 | Accounting | $8,241 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,281-100.0% | $362,723-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 49.4%-49.4pp | 38.2%-38.2pp | 47.4%-47.4pp |
| Annual return | 14.81% | 10.22%+4.6pp | 10.56%+4.2pp | 12.16%+2.6pp |
| Employer contribution / active EE | $0 | $37,390-100.0% | $30,197-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |