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 |
|---|---|---|
BOOKMARK ADVISORS4 years Service code 26 6900 JERICHO TURNPIKE · SYOSSET, NY 11791 | Advisory (Participants) | $26,691 |
NWPS4 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $14,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,858 | $37,418+46.6% | $77,081-28.8% | $77,906-29.6% |
| Participation rate | 6.9% | 46.9%-40.0pp | 67.9%-61.0pp | 73.7%-66.7pp |
| Annual return | -17.84% | -7.13%-10.7pp | 42.33%-60.2pp | 12.16%-30.0pp |
| Employer contribution / active EE | $254 | $1,200-78.8% | $2,813-91.0% | $2,846-91.1% |
| Participant deferral / active EE | $415 | $2,572-83.9% | $4,428-90.6% | $4,805-91.4% |
| Admin fee / account holder | $204 | $126+62.1% | $5,427-96.2% | $133+54.1% |