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 |
|---|---|---|
Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $179,211 |
Filed as: MARSHALL & MOSS LLP Service code 15 · EIN 11-3360166 1400 OLD COUNTRY ROAD SUITE 406 · WESTBURY, NY 11590 | Recordkeeping | $33,228 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $30,500 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 1400 AMERICAN BLVD · PENNINGTON, NJ 08534 | Securities Custodian | $17,771 |
BARNES, IACCARINO & SHEPHERD LLP6+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $14,400 |
WAGNER & ZWERMAN LLP5 years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $12,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $110,699-100.0% | $177,848-100.0% | $90,274-100.0% |
| Participation rate | 0.0% | 88.3%-88.3pp | 87.7%-87.7pp | 73.4%-73.4pp |
| Annual return | 11.21% | 22.79%-11.6pp | 48.33%-37.1pp | 53.97%-42.8pp |
| Employer contribution / active EE | $1,154 | $4,118-72.0% | $5,919-80.5% | $2,523-54.3% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $90-100.0% | $12,431-100.0% | $114-100.0% |