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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL GROUP Service code 28 · EIN 27-2698206 | Investment Management | $214,791 |
DRYWALL TAPERS INSURANCE FUND10+ years Service code 36 · EIN 13-3562352 | Participant communication; Copying an... | $210,112 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 28 · EIN 13-4920330 | Investment Management | $52,797 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $42,986 |
MARSHALL & MOSS PAYROLL COMPLIANCE10+ years Filed as: MARSHALL & MOSS, PAYROLL COMPLIANCE Service code 10 · EIN 04-3652965 | Accounting | $39,675 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $30,200 |
REYNOLDS CONSULTING SERVICES3 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $22,000 |
MARSHALL & MOSS PAYROLL COMPLIANCE10+ years Filed as: MARSHALL & MOSS, LLP Service code 10 · EIN 11-3360166 | Accounting | $17,027 |
Filed as: BARNES IACCARINO & SHEPHERED LLP Service code 29 · EIN 26-3858697 | Legal | $15,000 |
THE SEGAL COMPANY6 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,868 | $241,850-77.7% | $102,437-47.4% | $200,096-73.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.87% | 17.67%-5.8pp | 24.95%-13.1pp | 34.26%-22.4pp |
| Employer contribution / active EE | $6,609 | $4,253+55.4% | $3,871+70.8% | $3,038+117.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $453 | $288+57.2% | $8,388-94.6% | $269+68.1% |