See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
M.S. ADMINISTRATORS5+ years Service code 13 · EIN 13-4001125 | Contract Administrator | $937,090 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE ASSET MGMNT Service code 28 · EIN 13-4994650 | Investment Management | $142,817 |
INVESCO5+ years Service code 28 · EIN 46-3793325 | Investment Management | $138,689 |
AMERICAN REALTY ADVISORS5+ years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-5582869 | Investment Management | $96,427 |
FREEDMAN & LORRY, P.C.5+ years Service code 29 · EIN 23-2158375 | Legal | $94,474 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $85,658 |
QUAN-VEST CONSULTANTS, INC.5+ years Filed as: QUANVEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $60,000 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $56,688 |
HOWARD, MOORE & MCDUFFIE, PC5+ years Filed as: HOWARD, MOORE & MCDUFFIE Service code 10 · EIN 58-1484212 | Accounting | $37,346 |
AMALGAMATED BANK5+ years Service code 28 · EIN 13-4920330 | Investment Management | $19,058 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,855 | $106,222-96.4% | $90,404-95.7% | $106,222-96.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 72.7%+27.3pp | 70.8%+29.2pp |
| Annual return | 5.03% | 21.69%-16.7pp | 1293.02%-1288.0pp | 21.69%-16.7pp |
| Employer contribution / active EE | $828 | $2,723-69.6% | $3,262-74.6% | $2,723-69.6% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,963-100.0% | $4,600-100.0% |
| Admin fee / account holder | $47 | $78-39.6% | $5,611-99.2% | $78-39.6% |