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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $76,036 |
Service code 15 · EIN 16-0834222 8803 NIAGARA FALLS BLVD. · NIAGARA FALLS, NY 14304 | Recordkeeping | $27,042 |
TOSKI & CO., CPAS, P.C.1+ years Service code 10 · EIN 16-1170608 | Accounting | $10,200 |
LIPSITZ GREEN SCIME & CAMBRIA1+ years Filed as: LIPSITZ, GREEN, SCIME, AND CAMBRIA Service code 29 · EIN 16-0905097 | Legal | $9,259 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $70,667-100.0% | $123,105-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 83.7%-83.7pp | 86.8%-86.8pp | 68.1%-68.1pp |
| Annual return | -5.17% | 6.23%-11.4pp | 13.22%-18.4pp | 4.54%-9.7pp |
| Employer contribution / active EE | $1,013 | $2,946-65.6% | $5,151-80.3% | $1,882-46.1% |
| Participant deferral / active EE | $1,607 | $4,493-64.2% | $6,229-74.2% | $3,022-46.8% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |