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 | $36,002+12.5% | $161,489-74.9% | $64,728-37.4% |
| Participation rate | 78.4% | 57.4%+20.9pp | 78.7%-0.3pp | 57.9%+20.5pp |
| Annual return | 7.24% | 33.93%-26.7pp | 89.72%-82.5pp | 49.38%-42.1pp |
| Employer contribution / active EE | $1,931 | $1,380+39.9% | $4,268-54.8% | $2,243-13.9% |
| Participant deferral / active EE | $0 | $1,815-100.0% | $5,630-100.0% | $2,729-100.0% |
| Admin fee / account holder | $267 | $931-71.3% | $16,006-98.3% | $1,145-76.6% |