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 |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 32-2383171 | Contract Administrator | $151,065 |
WEINBERG, ROGER & ROSENFELD1+ years Service code 29 · EIN 94-2458080 | Legal | $110,879 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $38,124 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,590 | $30,633+9.7% | $67,704-50.4% | $67,505-50.2% |
| Participation rate | 80.4% | 35.6%+44.8pp | 67.5%+12.9pp | 71.2%+9.2pp |
| Annual return | 0.68% | 9.81%-9.1pp | 25.41%-24.7pp | 6.52%-5.8pp |
| Employer contribution / active EE | $1,494 | $771+93.9% | $2,559-41.6% | $2,173-31.2% |
| Participant deferral / active EE | $0 | $1,242-100.0% | $3,585-100.0% | $3,597-100.0% |
| Admin fee / account holder | $89 | $71+25.7% | $4,255-97.9% | $56+59.1% |