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 |
|---|---|---|
WAGNER & ZWERMAN LLP1+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $27,081 |
FOUNDRY PARTNERS1+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 510 FIRST AVENUE NORTH SUITE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $25,237 |
FABIAN & BYRN LLC1+ years Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 425 EAGLE ROCK AVENUE · ROSELAND, NJ 07068 | Contract Administrator | $22,078 |
VIRGINIA & AMBINDER, LLP1+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $20,091 |
CLEARARC CAPITAL, INC.1+ years Service code 28 · EIN 34-1172683 580 WALNUT STREET 6TH FLOOR · CINCINNATI, OH 45263 | Investment Management | $18,913 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $9,184 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $8,200 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 275 75TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $7,128 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 3 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,503 | $70,667-62.5% | $123,105-78.5% | $52,331-49.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -0.83% | 6.23%-7.1pp | 13.22%-14.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $10,624 | $2,946+260.6% | $5,151+106.2% | $1,882+464.6% |
| Participant deferral / active EE | $21 | $4,493-99.5% | $6,229-99.7% | $3,022-99.3% |
| Admin fee / account holder | $281 | $506-44.5% | $9,014-96.9% | $592-52.5% |