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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $73,879 |
Service code 55 4250 VETERANS MEMORIAL HIGHWAY · HOLBROOK, NY 11741 | Other Commissions | $26,960 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,206 | $37,196+29.6% | $154,114-68.7% | $55,725-13.5% |
| Participation rate | 76.4% | 64.1%+12.3pp | 83.0%-6.6pp | 70.9%+5.5pp |
| Annual return | -1.63% | 1319.68%-1321.3pp | 735.16%-736.8pp | 244.93%-246.6pp |
| Employer contribution / active EE | $1,327 | $1,614-17.8% | $5,298-75.0% | $2,078-36.2% |
| Participant deferral / active EE | $2,909 | $2,068+40.7% | $5,081-42.7% | $3,356-13.3% |
| Admin fee / account holder | $183 | $102+80.0% | $13,411-98.6% | $115+58.8% |