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 | $172,154 |
Filed as: MARSHALL & MOSS ADMIN SERVICES Service code 15 · EIN 81-2845805 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 | Recordkeeping | $53,845 |
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 MELLON9+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 1400 AMERICAN BLVD, 3RD FLOOR · PENNINGTON, NJ 08534 | Securities Custodian | $17,116 |
BARNES, IACCARINO & SHEPHERD LLP9+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $14,400 |
GETTRY MARCUS CPA, P.C.2 years Service code 10 · EIN 13-3418879 88 FROEHLICH FARM BLVD, 3RD FLOOR · WOODBURY, NY 11797 | Accounting | $9,900 |
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 | $26,632 | $93,010-71.4% | $96,515-72.4% | $74,460-64.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 10.08% | 37.50%-27.4pp | 35.73%-25.7pp | 34.38%-24.3pp |
| Employer contribution / active EE | $6,345 | $3,427+85.1% | $3,740+69.7% | $2,638+140.5% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $239 | $633-62.3% | $6,735-96.5% | $348-31.3% |