Filed August 26, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FOCUSED WEALTH MANAGEMENT5 years Filed as: FOCUSED WEALTH MANAGEMENT, INC. Service code 27 · EIN 27-2575734 216 STATE ROUTE 299 · HIGHLAND, NY 125287515 | Advisory (Plan) | $43,848 |
TIAA3 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $22,614 |
PRAGER METIS CPAS, LLC5 years Filed as: PRAGER METIS Service code 10 · EIN 06-1667465 800 WESTCHESTER AVE · RYE BROOK, NY 105731354 | Accounting | $20,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,425 | $91,695+53.1% | $67,575+107.8% | $77,736+80.6% |
| Participation rate | 94.9% | 76.0%+18.9pp | 72.9%+22.0pp | 70.6%+24.4pp |
| Annual return | 11.98% | 14.88%-2.9pp | 3528.98%-3517.0pp | 31.26%-19.3pp |
| Employer contribution / active EE | $2,379 | $3,189-25.4% | $2,736-13.0% | $2,728-12.8% |
| Participant deferral / active EE | $4,864 | $3,912+24.3% | $4,003+21.5% | $4,651+4.6% |
| Admin fee / account holder | $127 | $245-47.9% | $3,993-96.8% | $433-70.6% |