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 |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $31,980 |
GOULD, KOBRICK & SCHLAPP, P.C.1+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 | Accounting | $24,875 |
BENEFIT SERVICES INC1+ years Filed as: BENEFIT SERVICES Service code 13 · EIN 13-2732561 | Contract Administrator | $21,600 |
Filed as: MEYER, SUOZZI, ENGLISH & KLEIN PC Service code 29 · EIN 11-2340639 | Legal | $17,561 |
SAVASTA AND COMPANY, INC.1+ years Filed as: SAVASTA & COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $7,164 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $6,112 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,170 | $70,667-60.1% | $123,106-77.1% | $52,331-46.2% |
| Participation rate | 83.3% | 83.7%-0.4pp | 86.8%-3.4pp | 68.1%+15.2pp |
| Annual return | -10.15% | 6.23%-16.4pp | 13.22%-23.4pp | 4.54%-14.7pp |
| Employer contribution / active EE | $4,806 | $2,946+63.2% | $5,151-6.7% | $1,882+155.4% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $279 | $506-44.9% | $9,015-96.9% | $592-52.8% |