Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MATHESON FINANCIAL ADVISORS INC2+ years Filed as: MATHESON FINANCIAL ADVISORS Service code 34 · EIN 20-0431875 | Valuation (appraisals, etc.) | $14,990 |
ENNIS, PELLUM & ASSOCIATES2+ years Filed as: ENNIS PELLUM ASSOCIATES CPAS Service code 10 · EIN 59-1843700 | Accounting | $14,500 |
SES ADVISORS, INC.2+ years Service code 15 · EIN 04-3760707 | Recordkeeping | $6,213 |
URBACH LAW GROUP2+ years Filed as: URBACH LAW GROUP, INC. Service code 21 · EIN 26-3467266 | Bank Trustee | $6,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,580 | $75,183-58.0% | $123,894-74.5% | $55,167-42.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 10.20% | 19.01%-8.8pp | 47.52%-37.3pp | 169.23%-159.0pp |
| Employer contribution / active EE | $281 | $2,823-90.1% | $4,617-93.9% | $1,963-85.7% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $264 | $663-60.2% | $8,357-96.8% | $504-47.7% |