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 |
|---|---|---|
ATALANTA SOSNOFF1+ years Service code 10 · EIN 20-0461050 | Accounting | $178,618 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Contract Administrator | $172,307 |
WASMER, SCHROEDER & CO INC.1+ years Service code 28 600 5TH AVENUE S. · NAPLES, FL 34102 | Investment Management | $148,914 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER Service code 28 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $112,858 |
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $108,222 |
CASTIGLIA LLP1+ years Service code 10 · EIN 46-2725636 | Accounting | $65,530 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $59,698 |
VIRGINIA & AMBINDER, LLP1+ years Filed as: VIRGINIA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $37,266 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $24,000 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $21,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,142 | $75,760-8.7% | $123,105-43.8% | $59,188+16.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | 0.83% | 2.93%-2.1pp | 13.22%-12.4pp | 5.51%-4.7pp |
| Employer contribution / active EE | $8,635 | $3,415+152.8% | $5,151+67.6% | $2,098+311.6% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $450 | $61+641.4% | $9,014-95.0% | $92+388.4% |