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 |
|---|---|---|
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 95-4654044 | Contract Administrator | $1,154,072 |
Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $81,181 |
HILL, FARRER & BURRILL LLP2+ years Filed as: HILL, FARRER, BURILL, LLP Service code 29 · EIN 95-2153880 | Legal | $20,117 |
Filed as: PRUDENTIAL FINANCIAL Service code 19 · EIN 06-1050034 | Securities Custodian | $5,000 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $0 | $86,496-100.0% | $80,977-100.0% | $329,111-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 75.8%-75.8pp | 67.9%-67.9pp |
| Annual return | 6.73% | 20.13%-13.4pp | 17.11%-10.4pp | 16.35%-9.6pp |
| Employer contribution / active EE | $1,127 | $2,395-52.9% | $3,715-69.6% | $2,303-51.1% |
| Participant deferral / active EE | $462 | $5,350-91.4% | $5,696-91.9% | $3,682-87.4% |
| Admin fee / account holder | $0 | $69-100.0% | $5,517-100.0% | $754-100.0% |