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 |
|---|---|---|
Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $81,438 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $52,881 |
CARY KANE LLP2 years Service code 29 · EIN 20-1942442 | Legal | $34,401 |
Service code 16 · EIN 36-4291971 | Consulting | $31,275 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN ASSOCIATES INC Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $30,823 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $26,668 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $22,500 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $9,315 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $3,846 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,883 | $65,292-81.8% | $71,671-83.4% | $77,958-84.8% |
| Participation rate | 98.6% | 67.4%+31.2pp | 68.7%+29.9pp | 71.6%+27.0pp |
| Annual return | 12.12% | 21.25%-9.1pp | 20.65%-8.5pp | 20.87%-8.7pp |
| Employer contribution / active EE | $363 | $2,085-82.6% | $2,460-85.3% | $2,310-84.3% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $84 | $84-0.5% | $5,558-98.5% | $97-13.7% |