See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 49 | Other Services | $32,734 |
SINGERLEWAK LLP1 year Filed as: SINGER LEWAK Service code 10 | Accounting | $13,882 |
Filed as: TRUOG-RYDING COMPANY INC. Service code 13 | Contract Administrator | $12,321 |
Filed as: 3(38) INVESTMENT FIDUCIARIES Service code 27 · EIN 83-1365023 | Advisory (Plan) | $5,772 |
Filed as: PRINCIPAL LIFE Service code 13 · EIN 42-0127290 | Contract Administrator | $4,597 |
TRUOG-RYDING COMPANY, INC.3 years Filed as: TRUOG-RYDING INC Service code 13 · EIN 95-3497679 | Contract Administrator | $4,285 |
Service code 49 · EIN 74-2794194 | Other Services | $0 |
SINGERLEWAK LLP1 year Filed as: SINGERLEWAK Service code 10 · EIN 95-2302617 | Accounting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,423 | $84,487+48.5% | $125,339+0.1% | $66,914+87.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -14.95% | -8.39%-6.6pp | 572.05%-587.0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $675 | $3,553-81.0% | $4,814-86.0% | $2,544-73.5% |
| Participant deferral / active EE | $7,189 | $6,781+6.0% | $7,446-3.5% | $4,237+69.7% |
| Admin fee / account holder | $60 | $685-91.3% | $10,010-99.4% | $593-90.0% |