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 |
|---|---|---|
DOAR RIECK KALEY & MACK5 years Service code 29 · EIN 13-4120430 | Legal | $146,436 |
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $91,862 |
ATALANTA SOSNOFF4 years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $46,808 |
Filed as: DATA SURGE SOLUTIONS OF NY, INC Service code 15 · EIN 83-0594917 | Recordkeeping | $44,907 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $37,942 |
Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $31,141 |
QUAN-VEST CONSULTANTS, INC.5 years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $27,096 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC Service code 15 · EIN 22-2034252 | Recordkeeping | $15,068 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
CUNNINGHAM & CUNNINGHAM LLP7+ years Filed as: CUNNINGHAM & CUNNINGHAM, LLP Service code 29 · EIN 06-1506457 | Legal | $10,534 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,023 | $88,770-61.7% | $109,163-68.8% | $93,010-63.4% |
| Participation rate | 99.7% | 81.5%+18.3pp | 75.9%+23.9pp | 73.9%+25.8pp |
| Annual return | 5.27% | 60.64%-55.4pp | 25.75%-20.5pp | 158.70%-153.4pp |
| Employer contribution / active EE | $8,052 | $3,780+113.0% | $3,723+116.3% | $2,705+197.6% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $295 | $172+71.5% | $6,754-95.6% | $152+94.8% |