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| Provider | Service type | Compensation |
|---|---|---|
ROCKEFELLER FINANCIAL LLC2 years Filed as: ROCKEFELLER GLOBAL FAMILY OFFICE Service code 27 45 ROCKEFELLER PLAZA · NEW YORK, NY 10111 | Advisory (Plan) | $45,262 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $163,428-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.9%-15.9pp | 2.4%-2.4pp |
| Annual return | 3.83% | 14.43%-10.6pp | 9.36%-5.5pp | 22.81%-19.0pp |
| Employer contribution / active EE | $14,649 | $16,909-13.4% | $31,270-53.2% | $18,290-19.9% |
| Participant deferral / active EE | $0 | $2,194-100.0% | $263-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $9,460-100.0% | $85,222-100.0% |