Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ROBERT CHEVERIE2+ years Service code 29 · EIN 06-1335139 | Legal | $28,248 |
MANZI & ASSOCIATES, LLC2+ years Service code 10 · EIN 04-3508036 | Accounting | $26,751 |
ROGER E MAHER2+ years Filed as: ROGER GILL Service code 30 · EIN 04-1149051 | Employee (plan) | $22,404 |
LYNN CERINO2+ years Filed as: LYNN CURTIN Service code 30 · EIN 04-1149051 | Employee (plan) | $18,900 |
DOREEN DOUGLAS2+ years Filed as: DOREEN MOUNT Service code 30 · EIN 04-1149051 | Employee (plan) | $13,034 |
HEATHER ROMERI2+ years Filed as: HEATHER FERULLO Service code 30 · EIN 04-1149051 | Employee (plan) | $5,874 |
SEI INVESTMENTS2+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $5,000 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: NYL RETIREMENT PLAN SERVICES Service code 50 · EIN 13-5582869 | Direct Payment | $4,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,650 | $221,442-58.6% | $92,240-0.6% | $77,958+17.6% |
| Participation rate | 56.5% | 79.6%-23.1pp | 76.5%-19.9pp | 71.6%-15.1pp |
| Annual return | 9.51% | 15.65%-6.1pp | 176.29%-166.8pp | 20.87%-11.4pp |
| Employer contribution / active EE | $4,634 | $3,226+43.7% | $3,680+25.9% | $2,310+100.6% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $179 | $210-14.5% | $5,194-96.5% | $97+84.1% |