Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $189,330 |
Filed as: MARSHALL AND MOSS Service code 14 · EIN 81-2845805 | Plan Administrator | $99,756 |
REYNOLDS CONSULTING SERVICES5+ years Filed as: REYNOLDS SECURITY Service code 27 · EIN 20-1899564 | Advisory (Plan) | $64,785 |
THE LAMBOS FIRM, LLP1 year Service code 29 · EIN 13-3864093 | Legal | $40,761 |
Filed as: MAZZOLA MARDON, P.C. Service code 29 · EIN 13-3330633 | Legal | $40,377 |
CCC SERVICE CORPORATION1 year Service code 13 125 CHUBB AVENUE, SUITE 350NB · LYNDHURST, NJ 07071 | Contract Administrator | $25,000 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $14,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,559 | $70,115-83.5% | $70,544-83.6% | $80,157-85.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 68.4%+31.6pp | 72.9%+27.1pp |
| Annual return | 7.08% | 134.51%-127.4pp | 32.79%-25.7pp | 40.39%-33.3pp |
| Employer contribution / active EE | $3,201 | $3,021+5.9% | $2,976+7.6% | $2,977+7.5% |
| Participant deferral / active EE | $311 | $4,495-93.1% | $4,568-93.2% | $5,015-93.8% |
| Admin fee / account holder | $110 | $112-2.4% | $6,427-98.3% | $145-24.4% |