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 |
|---|---|---|
ATALANTA SOSNOFF4+ years Service code 28 · EIN 20-0461050 101 PARK AVE · NEW YORK, NY 10178 | Investment Management | $64,806 |
Service code 27 · EIN 11-3786306 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Advisory (Plan) | $37,870 |
REYNOLDS CONSULTING SERVICES4+ years Filed as: REYNOLDS & REYNOLDS Service code 27 · EIN 20-1899564 410 JERICHO TPKE · JERICHO, NY 11753 | Advisory (Plan) | $17,000 |
ROBERT ALLGIER CPA2 years Service code 10 · EIN 81-3337040 145 PLITT AVE · FARMINGDALE, NY 11735 | Accounting | $16,290 |
Filed as: ROTHMAN ROCCO & LARUFFA LLP Service code 29 · EIN 47-5401457 3 WEST MAIN ST · ELMSFORD, NY 10523 | Legal | $8,596 |
ANTHONY FRANCO4+ years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $8,271 |
CHAIKEN & CHAIKEN4+ years Service code 29 · EIN 22-2229209 444 MADISON AVE · NEW YORK, NY 10221 | Legal | $7,500 |
DICKENSON GROUP4+ years Service code 16 · EIN 20-1241472 825 EAST GATE BLVD · GARDEN CITY, NY 11530 | Consulting | $7,500 |
WAGNER & ZWERMAN LLP4+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $6,764 |
MICHELE ZUNNO1 year Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLTN HEIGHTS, NY 11577 | Employee (plan) | $5,252 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,091 | $88,515-77.3% | $162,177-87.6% | $67,579-70.3% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 5.08% | 27.04%-22.0pp | 115.60%-110.5pp | 378.56%-373.5pp |
| Employer contribution / active EE | $3,909 | $3,563+9.7% | $5,613-30.4% | $2,148+82.0% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $187 | $124+51.6% | $10,843-98.3% | $142+31.7% |