Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SMITH GRAHAM4 years Filed as: SMITH GRAHAM AND CO. Service code 28 · EIN 59-1498196 | Investment Management | $406,571 |
ATALANTA SOSNOFF6 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $397,346 |
MARC GOODMAN7+ years Service code 30 · EIN 13-5673836 | Direct payment from the plan; Employe... | $344,168 |
Filed as: STACEY BRAUN ASSOCIATES INC Service code 28 · EIN 13-2889432 | Investment Management | $317,340 |
OLD GLORY ASSET MANAGEMENT7+ years Service code 28 · EIN 90-0065134 | Investment Management | $263,186 |
PITTA LLP6 years Service code 29 · EIN 26-3852082 | Legal | $110,089 |
MARIA DANYLUK7+ years Filed as: MARIA BANCHS Service code 30 · EIN 13-5673836 | Employee (plan); Direct payment from ... | $109,591 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $107,990 |
DIANA SOLTREN7+ years Service code 30 · EIN 13-5673836 | Direct payment from the plan; Employe... | $93,271 |
WRIGHT INVESTORS SERVICE6 years Filed as: WRIGHT INVESTORS SERVICES Service code 28 · EIN 06-1444342 | Investment Management | $73,629 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -12.65% | 23.41%-36.1pp | 0.46%-13.1pp | 23.41%-36.1pp |
| Employer contribution / active EE | $2,025 | $12,650-84.0% | $35,480-94.3% | $12,650-84.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |