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 |
|---|---|---|
Filed as: MICHAEL QUINLIVAN DBA PENSION PLANN Service code 26 301 SOUTH ELM ST STE 1008 · GREENSBORO, NC 27401 | Advisory (Participants) | $13,557 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $11,221 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,003 | $45,126-37.9% | $85,187-67.1% | $74,459-62.4% |
| Participation rate | 95.9% | 49.4%+46.5pp | 67.5%+28.4pp | 67.2%+28.7pp |
| Annual return | 14.49% | 26.30%-11.8pp | 66.67%-52.2pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $1,452 | $1,460-0.5% | $2,732-46.8% | $2,626-44.7% |
| Participant deferral / active EE | $3,266 | $2,738+19.3% | $4,525-27.8% | $4,350-24.9% |
| Admin fee / account holder | $99 | $2,212-95.5% | $6,162-98.4% | $1,945-94.9% |