Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS4 years Service code 10 · EIN 88-0277518 | Accounting | $76,314 |
RAEL & LETSON4 years Filed as: RAEL-LETSON Service code 11 · EIN 94-1701048 | Actuarial | $53,000 |
BERRY & CO., CPA'S LTD1 year Filed as: BERRY & CO, CPA'S LTD Service code 10 · EIN 88-0400174 | Accounting | $26,933 |
US BANK2 years Filed as: US BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $26,681 |
Service code 29 · EIN 94-2576729 | Legal | $6,526 |
ANDCO CONSULTING4 years Service code 17 · EIN 59-3676225 | Pension Consulting | $5,192 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 12.14% | 7.15%+5.0pp | 20.18%-8.0pp | 37.74%-25.6pp |
| Employer contribution / active EE | $5,598 | $13,270-57.8% | $29,108-80.8% | $15,788-64.5% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |