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 |
|---|---|---|
PRISA5 years Filed as: PRISA LP Service code 28 · EIN 46-1242933 | Investment Management | $98,318 |
AMALGAMATED BANK6 years Service code 19 · EIN 13-4920330 | Securities Custodian | $78,705 |
C. RASO II7 years Service code 14 · EIN 04-6375393 | Plan Administrator | $70,922 |
Filed as: PRU CORE BOND FUND Service code 28 · EIN 23-6994310 | Investment Management | $51,921 |
R. GAITA8+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $45,835 |
K. HARVEY8+ years Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $35,120 |
A. VALLETTA8+ years Service code 30 · EIN 04-6128036 | Employee (plan); Direct payment from ... | $33,886 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $29,559 |
SMITH & HOWARD, PC8+ years Filed as: J. SMITH Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $26,800 |
FEINBERG, DUMONT & BRENNAN3 years Filed as: FEINBERG DUMONT & BRENNAN Service code 29 · EIN 04-2738936 | Legal | $25,064 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,090 | $88,479-7.2% | $96,543-15.0% | $80,187+2.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | -5.97% | 22.53%-28.5pp | 35.75%-41.7pp | 40.40%-46.4pp |
| Employer contribution / active EE | $9,444 | $4,177+126.1% | $3,741+152.5% | $2,980+217.0% |
| Participant deferral / active EE | $3 | $3,961-99.9% | $4,880-99.9% | $5,016-99.9% |
| Admin fee / account holder | $270 | $211+27.5% | $6,737-96.0% | $145+86.0% |