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 |
|---|---|---|
ROOSEVELT INVESTMENTS5 years Filed as: THE ROOSEVELT INVESTMENT GROUP, LLC Service code 28 570 LEXINGTON AVENUE · NEW YORK, NY 10022 | Investment Management | $70,671 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $9,811 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $0 | $273,772-100.0% | $255,499-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 32.7%-32.7pp | 34.1%-34.1pp |
| Annual return | 9.95% | 6.69%+3.3pp | 6.84%+3.1pp | 13.02%-3.1pp |
| Employer contribution / active EE | $2,642 | $31,317-91.6% | $29,902-91.2% | $34,257-92.3% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,241-100.0% | $39,117-100.0% |