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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $76,300 |
FOCUSED WEALTH MANAGEMENT2 years Service code 27 11 BALMVILLE RD · NEWBURGH, NY 12550 | Advisory (Plan) | $73,200 |
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 | $25,829 | $50,919-49.3% | $155,556-83.4% | $77,762-66.8% |
| Participation rate | 86.0% | 63.1%+22.9pp | 78.2%+7.8pp | 70.6%+15.4pp |
| Annual return | 10.06% | 34.84%-24.8pp | 64.84%-54.8pp | 31.27%-21.2pp |
| Employer contribution / active EE | $1,983 | $1,991-0.4% | $4,675-57.6% | $2,728-27.3% |
| Participant deferral / active EE | $1,785 | $2,824-36.8% | $5,631-68.3% | $4,651-61.6% |
| Admin fee / account holder | $214 | $437-51.1% | $15,885-98.7% | $433-50.7% |