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 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities brokerage; Investment mana... | $24,054 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,963 | $180,466-15.8% | $154,114-1.4% | $135,382+12.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.97% | 888.15%-891.1pp | 735.16%-738.1pp | 519.77%-522.7pp |
| Employer contribution / active EE | $8,639 | $6,035+43.1% | $5,298+63.1% | $4,779+80.8% |
| Participant deferral / active EE | $6,575 | $5,806+13.2% | $5,081+29.4% | $5,609+17.2% |
| Admin fee / account holder | $5,866 | $16,144-63.7% | $13,411-56.3% | $10,829-45.8% |