Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WEINSTEIN ZUGMAN, LLC1 year Filed as: WEINSTEIN, SPIRA & COMPANY, P.C. Service code 10 · EIN 74-2181616 | Accounting | $12,000 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $11,249 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,757 | $23,224-75.2% | $71,089-91.9% | $55,725-89.7% |
| Participation rate | 53.5% | 37.9%+15.7pp | 54.6%-1.1pp | 70.9%-17.3pp |
| Annual return | -20.08% | -2.87%-17.2pp | 650.65%-670.7pp | 244.93%-265.0pp |
| Employer contribution / active EE | $1,007 | $436+130.9% | $1,088-7.4% | $2,078-51.5% |
| Participant deferral / active EE | $1,480 | $929+59.3% | $1,873-20.9% | $3,356-55.9% |
| Admin fee / account holder | $151 | $118+28.3% | $3,082-95.1% | $115+31.4% |