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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCKEFELLER GLOBAL FAMILY OFFICE Service code 27 45 ROCKEFELLER PLAZA · NEW YORK, NY 10111 | Advisory (Plan) | $35,476 |
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Participant 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 | $46,984-100.0% | $748,470-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 5.6%-5.6pp |
| Annual return | -2.90% | -7.97%+5.1pp | 0.46%-3.4pp | 39.77%-42.7pp |
| Employer contribution / active EE | $13,880 | $20,148-31.1% | $35,480-60.9% | $19,959-30.5% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $231-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $29,938-100.0% | $62-100.0% |