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 |
|---|---|---|
MSPC10+ years Service code 10 · EIN 22-2951202 | Accounting | $31,649 |
Service code 28 · EIN 13-2889432 | Investment Management | $22,215 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $17,000 |
Service code 29 · EIN 13-4212610 | Legal | $15,220 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $11,000 |
STONE CASTLE REALTY10+ years Service code 32 · EIN 13-2891975 | Real estate brokerage; Direct payment... | $8,445 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,813 | $129,159-82.3% | $184,243-87.6% | $77,714-70.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 11.03% | 33.22%-22.2pp | 28.82%-17.8pp | 31.26%-20.2pp |
| Employer contribution / active EE | $3,108 | $4,410-29.5% | $6,427-51.6% | $2,727+14.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $9,132-100.0% | $4,649-100.0% |
| Admin fee / account holder | $225 | $256-12.1% | $13,914-98.4% | $433-48.1% |