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 |
|---|---|---|
DAVID CRUTCHER1 year Filed as: DAVID F. CRUTCHER Service code 29 · EIN 20-3194050 | Legal | $31,405 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL Service code 28 · EIN 45-0538770 | Investment Management | $20,293 |
VENUTI & ASSOCIATES2 years Service code 11 5050 EL CAMINO REAL STE 106 · LOS ALTOS, CA 94022 | Actuarial | $12,000 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $11,600 |
UNITED ADMINISTRATIVE SERVICES6+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $9,872 |
Service code 29 · EIN 94-2562134 | Legal | $8,400 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $153,781-100.0% | $165,322-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 41.6%-41.6pp | 32.5%-32.5pp | 43.0%-43.0pp |
| Annual return | 11.43% | 7.89%+3.5pp | 8.01%+3.4pp | 259.14%-247.7pp |
| Employer contribution / active EE | $0 | $36,824-100.0% | $29,475-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $217-100.0% | $637-100.0% | $21,546-100.0% |