Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST MANHATTAN CO.1+ years Filed as: FIRST MANHATTAN COMPANY Service code 27 · EIN 13-1957714 | Advisory (Plan) | $144,726 |
MARKS PANETH LLP1+ years Filed as: MARKS PANETH, LLP Service code 10 · EIN 11-3518842 | Accounting | $27,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $146,265 | $70,002+108.9% | $115,037+27.1% | $52,331+179.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -2.09% | 4.04%-6.1pp | 26.14%-28.2pp | 4.54%-6.6pp |
| Employer contribution / active EE | $4,202 | $2,715+54.8% | $4,608-8.8% | $1,882+123.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1,337 | $566+136.2% | $8,175-83.6% | $592+126.0% |