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 |
|---|---|---|
SAVASTA AND COMPANY, INC.6+ years Filed as: SAVASTA AND COMPANY Service code 13 · EIN 13-3879959 655 THIRD AVENUE - 12TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $39,000 |
MATRIX TRUST COMPANY1 year Service code 15 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $29,419 |
SAMUEL GOLDSTEIN & CO PC6+ years Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $17,708 |
CARY KANE LLP5 years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 1350 BROADWAY - SUITE 1400 · NEW YORK, NY 10018 | Legal | $13,120 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 MACK CENTER IV S 61 PARAMUS RD · PARAMUS, NJ 07652 | Advisory (Plan) | $12,771 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $6,492 | $136,307-95.2% | $177,848-96.3% | $73,497-91.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 8.08% | 18.68%-10.6pp | 48.33%-40.2pp | 28.51%-20.4pp |
| Employer contribution / active EE | $1,005 | $3,712-72.9% | $5,919-83.0% | $2,270-55.7% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $181 | $596-69.5% | $12,431-98.5% | $513-64.6% |