Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $21,815 |
VERUS1 year Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $15,000 |
BENESYS, INC.2+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $14,683 |
Service code 29 · EIN 94-2576729 | Legal | $6,978 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,900 | $60,545-42.4% | $92,240-62.2% | $69,631-49.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 8.48% | 19.71%-11.2pp | 176.29%-167.8pp | 27571.02%-27562.5pp |
| Employer contribution / active EE | $4,434 | $2,633+68.4% | $3,680+20.5% | $2,032+118.2% |
| Participant deferral / active EE | $516 | $2,828-81.7% | $3,897-86.8% | $3,224-84.0% |
| Admin fee / account holder | $154 | $145+6.4% | $5,194-97.0% | $110+39.5% |