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 |
|---|---|---|
Service code 49 · EIN 55-0667502 | Other Services | $150,670 |
Service code 13 · EIN 83-1544721 | Contract Administrator | $49,134 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $42,107 |
STANDARD VALUATIONS9+ years Filed as: STANDARD VALUATION Service code 17 · EIN 41-1327339 | Pension Consulting | $26,300 |
MCELHANEY & ASSOCIATES, LLC7 years Service code 10 · EIN 38-3806684 | Accounting | $25,000 |
COWDEN ASSOCIATES, INC.1 year Filed as: COWDEN & ASSOCIATES INC Service code 11 · EIN 25-1750131 | Actuarial | $10,408 |
JOHN F. DASCOLI, PLLC9+ years Filed as: JOHN DASCOLI, PLLC Service code 29 · EIN 20-5780253 | Legal | $8,053 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,389 | $100,272-28.8% | $170,057-58.0% | $74,473-4.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 13.51% | 66.12%-52.6pp | 53.42%-39.9pp | 34.36%-20.8pp |
| Employer contribution / active EE | $5,300 | $4,266+24.3% | $6,790-21.9% | $2,638+100.9% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,411-100.0% | $4,530-100.0% |
| Admin fee / account holder | $320 | $235+36.5% | $12,826-97.5% | $347-7.7% |