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: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Recordkeeping | $61,376 |
JAMER R. GRISI, LLC6 years Filed as: JAMES R. GRISI, LLC Service code 29 · EIN 83-2921602 800 SUNRISE HIGHWAY · WEST BABYLON, NY 11704 | Legal | $42,943 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN ADVISORS LLC Service code 10 · EIN 22-2428965 50 ROCKEFELLER PLAZA · NEW YORK, NY 11753 | Accounting | $21,005 |
AURORA PRIVATE WEALTH INC3 years Service code 27 · EIN 47-4814591 30 BROAD STREET · NEW YORK, NY 10004 | Advisory (Plan) | $20,271 |
PEAK RETIREMENT GROUP2 years Filed as: PEAK RETIREMENT GROUP, LLC Service code 15 · EIN 13-3859124 2870 HEMPSTEAD TURNPIKE, SUITE 102 · LEVITTOWN, NY 11756 | Recordkeeping | $9,544 |
Filed as: DANIEL H COOK ASSOCIATES Service code 14 · EIN 11-2424843 1040 AVENUE OF THE AMERICAS · NEW YORK, NY 10018 | Plan Administrator | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,221 | $45,109-66.3% | $85,187-82.1% | $77,736-80.4% |
| Participation rate | 100.0% | 48.7%+51.3pp | 67.5%+32.5pp | 70.6%+29.4pp |
| Annual return | 16.25% | 79.55%-63.3pp | 66.67%-50.4pp | 31.26%-15.0pp |
| Employer contribution / active EE | $4,294 | $1,602+168.1% | $2,732+57.2% | $2,728+57.4% |
| Participant deferral / active EE | $740 | $2,814-73.7% | $4,525-83.6% | $4,651-84.1% |
| Admin fee / account holder | $354 | $915-61.3% | $6,162-94.3% | $433-18.3% |