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.10+ years Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $190,783 |
Filed as: MARSHALL & MOSS ADMIN SERVICES Service code 15 · EIN 81-2845805 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 | Recordkeeping | $33,372 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $30,500 |
BARNES, IACCARINO & SHEPHERD LLP11+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $15,600 |
THE BANK OF NEW YORK MELLON11+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 1400 AMERICAN BLVD, 3RD FLOOR · PENNINGTON, NJ 08534 | Securities Custodian | $8,431 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 100 JERICHO QUADRANGLE, SUITE 342 · JERICHO, NY 11753 | Accounting | $6,900 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN ADVISORS LLC Service code 10 · EIN 87-2525370 100 JERICHO QUADRANGLE, SUITE 342 · JERICHO, NY 11753 | Accounting | $6,900 |
Service code 10 · EIN 04-3652965 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 | Accounting | $5,021 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,279 | $92,224-70.4% | $105,223-74.1% | $79,634-65.7% |
| Participation rate | 99.6% | 69.2%+30.4pp | 75.0%+24.5pp | 62.5%+37.1pp |
| Annual return | 10.13% | 88.65%-78.5pp | 180.65%-170.5pp | 36.46%-26.3pp |
| Employer contribution / active EE | $5,053 | $3,965+27.4% | $3,689+37.0% | $2,529+99.8% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $235 | $1,121-79.0% | $8,859-97.3% | $1,002-76.5% |