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 SOLUTIONS4 years Service code 13 · EIN 52-1590516 | Contract Administrator | $93,780 |
PFM ADVISORS6+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 28 · EIN 23-3087064 | Investment Management | $20,000 |
RICHARD GABRIEL ASSOCIATES6+ years Service code 11 · EIN 23-2817579 | Actuarial | $13,200 |
CYPHER & CYPHER6+ years Service code 10 · EIN 25-1385288 | Accounting | $8,369 |
MARKOWITZ & RICHMAN6+ years Service code 29 · EIN 23-2111581 | Legal | $6,370 |
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 | $153,781-100.0% | $165,322-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 41.6%-41.6pp | 32.5%-32.5pp | 43.0%-43.0pp |
| Annual return | 10.91% | 7.89%+3.0pp | 8.01%+2.9pp | 259.14%-248.2pp |
| Employer contribution / active EE | $0 | $36,824-100.0% | $29,475-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $217-100.0% | $637-100.0% | $21,546-100.0% |