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 |
|---|---|---|
Filed as: MARSHALL & MOSS ADMIN SERVICES, INC Service code 13 · EIN 81-2845805 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 | Contract Administrator | $40,704 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $26,288 |
Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1801 E. 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Investment Management | $23,846 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN ADVISORS, LLC Service code 10 · EIN 87-2525370 100 JERICHO QUADRANGLE, SUITE 342 · JERICHO, NY 11753 | Accounting | $22,745 |
VIRGINIA & AMBINDER, LLP9 years Filed as: VIRGINIA & AMBINDER LLP Service code 29 · EIN 13-4166736 40 BROAD STREET, 7TH FLOOR · NEW YORK, NY 10004 | Legal | $20,529 |
FOUNDRY PARTNERS10+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 510 FIRST AVENUE NORTH, SUITE 601 · MINNEAPOLIS, MN 55403 | Investment Management | $15,509 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $11,830 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $11,550 |
REYNOLDS CONSULTING SERVICES9 years Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD SUITE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $9,692 |
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 | $61,342 | $80,781-24.1% | $102,437-40.1% | $74,478-17.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.17% | 27.58%-15.4pp | 24.95%-12.8pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $14,114 | $3,160+346.7% | $3,871+264.6% | $2,626+437.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $335 | $2,372-85.9% | $8,388-96.0% | $1,946-82.8% |