Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $32,148 |
GREGORIO MARCO1 year Filed as: GREGORIO, STEC, KLEIN & HOSE Service code 29 · EIN 36-4028033 | Legal | $29,013 |
DENISE DELHAYE8+ years Service code 30 · EIN 86-0928669 | Employee (plan) | $26,472 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268891 | Advisory (Plan) | $25,000 |
LANER MUCHIN6 years Filed as: LANER MUCHIN LTD. Service code 29 · EIN 36-3088463 | Legal | $24,270 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 15 · EIN 52-1796478 | Recordkeeping | $10,009 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $80 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $80 |
Annual investment return 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 | $66,068 | $70,048-5.7% | $112,270-41.2% | $78,104-15.4% |
| Participation rate | 84.8% | 84.1%+0.6pp | 75.1%+9.7pp | 74.5%+10.3pp |
| Annual return | -16.39% | -10.85%-5.5pp | 27.49%-43.9pp | 10.90%-27.3pp |
| Employer contribution / active EE | $3,512 | $4,000-12.2% | $3,635-3.4% | $3,128+12.3% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $64 | $127-49.2% | $6,411-99.0% | $79-18.3% |