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 |
|---|---|---|
PETER HASHO1+ years Service code 30 · EIN 26-1908711 400 GARDEN CITY PLAZA · GARDEN CITY, NY 11530 | Direct payment from the plan; Employe... | $28,958 |
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities Custodian | $11,279 |
WAGNER & ZWERMAN LLP1+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $8,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $208 | $83,458-99.8% | $123,105-99.8% | $67,505-99.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 71.2%+28.8pp |
| Annual return | -8.45% | 1.29%-9.7pp | 13.22%-21.7pp | 6.52%-15.0pp |
| Employer contribution / active EE | $111 | $3,087-96.4% | $5,151-97.8% | $2,173-94.9% |
| Participant deferral / active EE | $0 | $5,379-100.0% | $6,229-100.0% | $3,597-100.0% |
| Admin fee / account holder | $12 | $60-80.4% | $9,014-99.9% | $56-79.1% |