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| Provider | Service type | Compensation |
|---|---|---|
FIRST MANHATTAN CO.4+ years Filed as: FIRST MANHATTAN Service code 10 · EIN 13-1957714 | Accounting | $120,688 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,951 | $75,388+268.7% | $123,544+125.0% | $55,725+398.8% |
| Participation rate | 96.5% | 75.7%+20.8pp | 82.3%+14.2pp | 70.9%+25.6pp |
| Annual return | -4.50% | 4.48%-9.0pp | 119.20%-123.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $7,581 | $3,063+147.5% | $4,628+63.8% | $2,078+264.8% |
| Participant deferral / active EE | $10,782 | $5,651+90.8% | $6,426+67.8% | $3,356+221.3% |
| Admin fee / account holder | $266 | $120+122.5% | $9,284-97.1% | $115+131.3% |