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 28 · EIN 98-0465834 | Investment Management | $591,336 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $571,217 |
ARTISAN PARTNERS7 years Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $525,322 |
DODGE & COX6 years Filed as: DODGE & COX INVESTMENT MANAGER Service code 28 · EIN 94-1441976 | Investment Management | $498,122 |
ACADIAN ASSET MANAGEMENT LLC10+ years Service code 28 · EIN 04-2929221 | Investment Management | $469,993 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $386,598 |
AB FUNDS7 years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $305,111 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $243,549 |
LAZARD ASSET MANAGEMENT6 years Service code 28 · EIN 05-0530199 | Investment Management | $191,927 |
SCHULTHEIS & PANETTIERI, LLP6 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $150,401 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,368 | $63,356+14.2% | $102,437-29.4% | $106,553-32.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.8%+30.2pp |
| Annual return | 5.11% | 14.77%-9.7pp | 24.95%-19.8pp | 17.37%-12.3pp |
| Employer contribution / active EE | $10,967 | $4,310+154.4% | $3,871+183.3% | $3,359+226.5% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $203 | $110+84.3% | $8,388-97.6% | $80+154.9% |