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 |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $33,750 |
WEINBERG, ROGER & ROSENFELD2 years Service code 29 · EIN 94-2458080 | Legal | $25,212 |
GRANDFLOW1 year Filed as: GRANDFLOW, INC Service code 36 · EIN 94-3211239 | Direct payment from the plan; Copying... | $11,630 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $4,086 | $34,242-88.1% | $76,518-94.7% | $75,289-94.6% |
| Participation rate | 100.0% | 43.9%+56.1pp | 68.0%+32.0pp | 72.4%+27.6pp |
| Annual return | 4.38% | -0.98%+5.4pp | -0.27%+4.6pp | -0.04%+4.4pp |
| Employer contribution / active EE | $2,664 | $975+173.3% | $2,647+0.6% | $2,405+10.8% |
| Participant deferral / active EE | $0 | $1,872-100.0% | $3,836-100.0% | $3,739-100.0% |
| Admin fee / account holder | $37 | $112-67.0% | $4,849-99.2% | $102-63.9% |