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 76-6192146 | Investment Management | $546,769 |
ARTISAN PARTNERS2 years Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $448,584 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC Service code 28 · EIN 51-0368279 | Investment Management | $325,463 |
ACADIAN ASSET MANAGEMENT LLC5+ years Service code 28 · EIN 04-2929221 | Investment Management | $316,407 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 · EIN 81-4017137 | Investment Management | $300,217 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (securities); Direct paymen... | $274,975 |
MEKETA INVESTMENT GROUP5+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $244,940 |
DODGE & COX1 year Filed as: DODGE & COX INVESTMENT MANAGER Service code 28 · EIN 94-1441976 | Investment Management | $244,825 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT Service code 28 · EIN 41-1788385 | Investment Management | $173,161 |
THE SEGAL COMPANY2 years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 04-2489114 | Legal | $160,635 |
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 | $49,921 | $49,105+1.7% | $92,916-46.3% | $89,609-44.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 14.59% | 32.35%-17.8pp | 109.45%-94.9pp | 33.65%-19.1pp |
| Employer contribution / active EE | $11,073 | $3,373+228.3% | $3,654+203.1% | $2,584+328.5% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $173 | $93+86.6% | $5,796-97.0% | $72+141.1% |