Filed May 15, 2025
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 |
|---|---|---|
SWEENEY CONRAD, P.S.3 years Service code 10 · EIN 91-1301672 | Accounting | $38,109 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,262 |
SCS2 years Service code 27 · EIN 71-1004774 | Advisory (Plan) | $13,991 |
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 | $40,494 | $38,165+6.1% | $189,758-78.7% | $69,255-41.5% |
| Participation rate | 78.4% | 66.7%+11.7pp | 79.8%-1.4pp | 69.0%+9.3pp |
| Annual return | 7.24% | 14.65%-7.4pp | 52.62%-45.4pp | 26.73%-19.5pp |
| Employer contribution / active EE | $1,931 | $1,589+21.5% | $4,767-59.5% | $2,645-27.0% |
| Participant deferral / active EE | $0 | $2,073-100.0% | $5,856-100.0% | $2,890-100.0% |
| Admin fee / account holder | $267 | $714-62.6% | $20,388-98.7% | $733-63.5% |