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 |
|---|---|---|
ATPA1+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $125,632 |
LEONARD CARDER, LLP1+ years Filed as: LEONARD CARDER Service code 29 · EIN 94-2819269 | Legal | $43,488 |
LEE CAPITAL MANAGEMENT1+ years Service code 28 2505 VIA ANITA · PALOS VERDES ESTATES, CA 90274 | Investment Management | $24,824 |
HEMMING MORSE1+ years Service code 10 · EIN 30-0702322 | Accounting | $23,591 |
RAEL & LETSON1+ years Service code 17 · EIN 94-1701048 | Pension Consulting | $16,800 |
GRASSWOOD1+ years Service code 17 · EIN 94-4812056 | Pension Consulting | $6,000 |
COMERICA BANK1+ years Service code 19 · EIN 94-6076428 | Securities Custodian | $5,131 |
BAY RISK INSURANCE1+ years Service code 53 · EIN 94-3190351 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,275 | $21,965-76.0% | $59,496-91.1% | $59,188-91.1% |
| Participation rate | 100.0% | 32.6%+67.4pp | 54.6%+45.4pp | 69.4%+30.6pp |
| Annual return | -2.83% | 22.15%-25.0pp | 182.05%-184.9pp | 5.51%-8.3pp |
| Employer contribution / active EE | $882 | $316+178.7% | $1,153-23.5% | $2,098-58.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $1,829-100.0% | $3,265-100.0% |
| Admin fee / account holder | $72 | $74-3.7% | $2,232-96.8% | $92-22.3% |