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 |
|---|---|---|
THE YOUNGDAHL LAW FIRM, P.C.2 years Filed as: YOUNGDAHL & CITTI, P.C. Service code 22 · EIN 75-3110632 | Insurance Broker | $51,182 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 | Securities Custodian | $33,880 |
Service code 13 · EIN 62-1116095 | Contract Administrator | $26,400 |
CUNEO, LAWSON, SHAY & STALEY2 years Filed as: CUNEO LAWSON SHAY AND STALEY CPAS Service code 10 · EIN 44-0642126 | Accounting | $10,994 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,671 | $95,776-94.1% | $162,185-96.5% | $77,775-92.7% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 21.43% | 37.03%-15.6pp | 115.61%-94.2pp | 32.58%-11.2pp |
| Employer contribution / active EE | $598 | $3,874-84.6% | $5,613-89.3% | $2,504-76.1% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $51 | $88-42.3% | $10,844-99.5% | $100-49.4% |