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 |
|---|---|---|
CARPENTER MORSE GROUP1+ years Service code 10 · EIN 59-2201638 | Accounting | $11,170 |
SHELDRICK, MCGEHEE & KOHLER, LLC1+ years Filed as: SHELDRICK MCGHEE & KOHLER, LLC Service code 10 · EIN 20-2123462 | Accounting | $10,239 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,421 | $68,413-92.1% | $123,105-95.6% | $55,191-90.2% |
| Participation rate | 98.1% | 84.5%+13.5pp | 86.8%+11.3pp | 69.2%+28.9pp |
| Annual return | 36.89% | 6.30%+30.6pp | 13.22%+23.7pp | 10.78%+26.1pp |
| Employer contribution / active EE | $485 | $3,050-84.1% | $5,151-90.6% | $1,899-74.4% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $31 | $88-64.5% | $9,014-99.7% | $91-65.7% |