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 |
|---|---|---|
ROCKEFELLER1 year Service code 27 45 ROCKEFELLER PLAZA · NEW YORK, NY 10111 | Advisory (Plan) | $20,838 |
VBA BENEFITS CORPORATION1 year Filed as: VBA Service code 10 4145 EMBASSY DR SE · GRAND RAPIDS, MI 49546 | Accounting | $13,000 |
Filed as: MATHESON FINANCIAL ADVISORS Service code 34 · EIN 20-0431875 | Valuation (appraisals, etc.) | $9,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,969 | $106,247-42.6% | $147,096-58.6% | $77,714-21.5% |
| Participation rate | 98.0% | 78.4%+19.6pp | 82.2%+15.8pp | 70.6%+27.4pp |
| Annual return | 41.01% | 56.87%-15.9pp | 419.75%-378.7pp | 31.26%+9.8pp |
| Employer contribution / active EE | $3,811 | $4,069-6.4% | $4,936-22.8% | $2,727+39.8% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $127 | $338-62.4% | $13,005-99.0% | $433-70.6% |