Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JAMISON MONEY FARMER PC6+ years Filed as: JAMISON MONEY FARMER Service code 10 · EIN 63-0933119 | Accounting | $17,000 |
SWERDLIN & COMPANY6+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $15,860 |
WILLAMETTE MANAGEMENT ASSOCIATES6+ years Service code 34 · EIN 93-0577822 8600 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Valuation (appraisals, etc.) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,730 | $78,682+200.9% | $109,188+116.8% | $85,851+175.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 21.48% | 25.09%-3.6pp | 25.76%-4.3pp | 318.63%-297.2pp |
| Employer contribution / active EE | $10,000 | $2,734+265.8% | $3,723+168.6% | $2,565+289.8% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $628 | $5,470-88.5% | $6,755-90.7% | $6,261-90.0% |