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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Contract Administrator | $200,359 |
WASMER, SCHROEDER & CO INC.2+ years Service code 28 600 5TH AVENUE S. · NAPLES, FL 34102 | Investment Management | $157,182 |
ATALANTA SOSNOFF2+ years Service code 10 · EIN 20-0461050 | Accounting | $145,515 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER Service code 28 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $144,597 |
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $111,846 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $64,048 |
CASTIGLIA LLP2+ years Service code 10 · EIN 46-2725636 | Accounting | $47,792 |
VIRGINIA & AMBINDER, LLP2+ years Filed as: VIRGINIA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $40,907 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $24,000 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $9,000 |
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 | $68,188 | $80,354-15.1% | $133,975-49.1% | $63,975+6.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 3.73% | 13.11%-9.4pp | 29.29%-25.6pp | 48.65%-44.9pp |
| Employer contribution / active EE | $9,322 | $3,503+166.1% | $5,211+78.9% | $2,182+327.3% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $425 | $69+513.5% | $9,324-95.4% | $70+503.7% |