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 |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $43,068 |
Filed as: DIMICK HYDE AND LEWIS PC Service code 13 · EIN 73-1158890 | Contract Administrator | $16,429 |
IMA WEALTH INC1 year Filed as: IMA SELECT LLC Service code 23 · EIN 26-3811485 | Insurance services | $8,538 |
RUSSELL AND WILLIAMS CPAS INC3+ years Service code 10 · EIN 73-1349920 | Accounting | $8,000 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 9.89% | -1.12%+11.0pp | -2.18%+12.1pp | 0.19%+9.7pp |
| Employer contribution / active EE | $5,158 | $12,052-57.2% | $38,751-86.7% | $13,763-62.5% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |