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 |
|---|---|---|
NEBA3+ years Filed as: NEBA INC Service code 13 · EIN 65-0498809 | Contract Administrator | $60,000 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 27 · EIN 48-1305000 | Advisory (Plan) | $55,973 |
SUGARMAN & SUSSKIND PA3+ years Filed as: SUGARMAN & SUSSKIND Service code 29 · EIN 59-1953076 | Legal | $36,000 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $28,832 |
IBEW-NECA SERVICE CENTER3+ years Filed as: IBEW LOCAL 728 UNION Service code 49 · EIN 59-0304061 | Other Services | $16,878 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $12,200 |
PROFUND SOLUTIONS3+ years Service code 16 9404 WEST 145TH TERRACE · OVERLAND PARK, KS 66221 | Consulting | $8,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,314 | $221,442-77.3% | $92,239-45.5% | $77,958-35.5% |
| Participation rate | 88.2% | 79.6%+8.6pp | 76.5%+11.7pp | 71.6%+16.5pp |
| Annual return | 11.03% | 15.65%-4.6pp | 176.29%-165.3pp | 20.87%-9.8pp |
| Employer contribution / active EE | $1,522 | $3,226-52.8% | $3,680-58.6% | $2,310-34.1% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $161 | $210-23.4% | $5,194-96.9% | $97+65.0% |