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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS9+ years Service code 10 · EIN 52-1590516 | Accounting | $194,759 |
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $138,495 |
VERUS9+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $109,424 |
Filed as: WOHLNER, KAPLON, CUTLER, HALFORD & Service code 29 · EIN 83-2856417 | Legal | $36,802 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $19,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,373 | $74,831-55.4% | $96,538-65.4% | $103,590-67.8% |
| Participation rate | 98.5% | 83.1%+15.4pp | 74.3%+24.1pp | 73.3%+25.1pp |
| Annual return | 16.51% | 16.15%+0.4pp | 35.74%-19.2pp | 33.13%-16.6pp |
| Employer contribution / active EE | $2,086 | $3,888-46.3% | $3,740-44.2% | $3,213-35.1% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,880-100.0% | $5,214-100.0% |
| Admin fee / account holder | $198 | $130+52.4% | $6,737-97.1% | $114+73.8% |