Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSION STRATEGIES, LLC1+ years Service code 14 · EIN 20-0333992 2141 E. HIGHLAND AVE., STE 180 · PHOENIX, AZ 85016 | Plan Administrator | $11,458 |
BEACH FREEMAN LIM & CLELAND LLP1+ years Filed as: BEACH FLEISCHMAN, PC Service code 10 · EIN 86-0683059 1985 E. RIVER ROAD · TUCSON, AZ 85718 | Accounting | $6,000 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,387 | $52,678-93.6% | $75,784-95.5% | $59,633-94.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -6.27% | 2.95%-9.2pp | 9.68%-15.9pp | 2041.45%-2047.7pp |
| Employer contribution / active EE | $1,252 | $2,193-42.9% | $3,323-62.3% | $2,203-43.2% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $147 | $3,610-95.9% | $5,300-97.2% | $4,297-96.6% |