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 |
|---|---|---|
FIRST MANHATTAN CO.5+ years Filed as: FIRST MANHATTAN Service code 10 · EIN 13-1957714 | Accounting | $114,909 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,067 | $88,122+290.4% | $141,200+143.7% | $67,584+409.1% |
| Participation rate | 97.9% | 76.5%+21.4pp | 82.5%+15.4pp | 71.3%+26.6pp |
| Annual return | 23.15% | 75.40%-52.3pp | 71.41%-48.3pp | 378.59%-355.4pp |
| Employer contribution / active EE | $7,650 | $3,224+137.2% | $4,736+61.5% | $2,148+256.2% |
| Participant deferral / active EE | $11,984 | $5,958+101.1% | $6,710+78.6% | $3,540+238.6% |
| Admin fee / account holder | $41 | $131-68.7% | $10,265-99.6% | $142-71.2% |