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| Provider | Service type | Compensation |
|---|---|---|
ISLIP & CO1+ years Filed as: ISLIP & CO. Service code 10 · EIN 68-0344156 | Accounting | $45,993 |
CHRIS MCDANIEL1+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $33,349 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC Service code 52 · EIN 22-3367558 | Indirect Investment Fees | $30,274 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $28,187 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $25,100 |
BELINDA HIBBARD1+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $24,770 |
ALISA MUELLER1+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $24,497 |
BRAD BERNEL1+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $24,273 |
VERUS1+ years Filed as: VERUS ADVISORS Service code 27 · EIN 91-1320111 | Advisory (Plan) | $22,000 |
CONNIE HIBBARD1+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $21,742 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,031 | $57,921+10.5% | $84,753-24.4% | $57,658+11.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -2.14% | 10.24%-12.4pp | 22.78%-24.9pp | 5.13%-7.3pp |
| Employer contribution / active EE | $2,608 | $2,598+0.4% | $3,574-27.1% | $1,974+32.1% |
| Participant deferral / active EE | $2,262 | $2,742-17.5% | $3,712-39.1% | $3,061-26.1% |
| Admin fee / account holder | $394 | $130+204.2% | $5,333-92.6% | $95+317.3% |