Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $503,030 |
Service code 13 · EIN 04-6063733 | Contract Administrator | $474,000 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $242,854 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,000 |
MANZI & ASSOCIATES, LLC7+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $38,625 |
STATE STREET GLOBAL ADVISORS7+ years Service code 19 · EIN 04-0025081 | Securities Custodian | $33,513 |
KRAKOW & SOURIS1 year Filed as: KRAKOW, SOURIS & LANDRY Service code 29 · EIN 04-3363718 | Legal | $8,650 |
THE SEGAL COMPANY5 years Service code 16 · EIN 13-1835864 | Consulting | $6,218 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $0 |
INVESCO7+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,375 | $78,104+75.9% | $93,765+46.5% | $78,104+75.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 81.0%+19.0pp | 74.5%+25.5pp |
| Annual return | -1.70% | 10.90%-12.6pp | -11.32%+9.6pp | 10.90%-12.6pp |
| Employer contribution / active EE | $8,430 | $3,128+169.6% | $4,327+94.8% | $3,128+169.6% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $6,099-100.0% | $5,089-100.0% |
| Admin fee / account holder | $85 | $79+7.7% | $7,184-98.8% | $79+7.7% |