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 year Filed as: BENESYS INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $191,284 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $100,000 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $58,438 |
WEINBERG, ROGER & ROSENFELD8+ years Service code 29 · EIN 94-2458080 | Legal | $44,551 |
Filed as: TEAM ST INC. Service code 36 · EIN 47-2090029 | Direct payment from the plan; Copying... | $5,181 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,372 | $33,018+10.2% | $77,113-52.8% | $78,104-53.4% |
| Participation rate | 100.0% | 38.5%+61.5pp | 67.9%+32.1pp | 74.5%+25.5pp |
| Annual return | -13.56% | -7.47%-6.1pp | 42.37%-55.9pp | 10.90%-24.5pp |
| Employer contribution / active EE | $1,877 | $987+90.2% | $2,815-33.3% | $3,128-40.0% |
| Participant deferral / active EE | $0 | $2,365-100.0% | $4,430-100.0% | $5,089-100.0% |
| Admin fee / account holder | $63 | $108-42.1% | $5,445-98.8% | $79-20.6% |