See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES5 years Service code 28 · EIN 84-3937993 | Investment Management | $168,547 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $130,672 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $93,565 |
PANAGORA ASSET MANAGEMENT9+ years Service code 28 · EIN 04-3063840 | Investment Management | $70,372 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $55,491 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $44,601 |
SCHULTHEIS & PANETTIERI, LLP9+ years Service code 10 · EIN 13-1577780 | Accounting | $36,000 |
INTECH INVESTMENT MANAGEMENT LLC9+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $28,319 |
Service code 29 · EIN 26-0873462 | Legal | $20,450 |
Service code 10 · EIN 13-3774222 | Accounting | $5,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,712 | $88,480+53.4% | $96,683+40.4% | $80,160+69.3% |
| Participation rate | 99.8% | 79.9%+19.9pp | 74.3%+25.4pp | 72.9%+26.9pp |
| Annual return | 9.10% | 22.53%-13.4pp | 35.69%-26.6pp | 40.38%-31.3pp |
| Employer contribution / active EE | $1,854 | $4,176-55.6% | $3,737-50.4% | $2,978-37.7% |
| Participant deferral / active EE | $5,652 | $3,959+42.8% | $4,878+15.9% | $5,017+12.6% |
| Admin fee / account holder | $439 | $212+107.3% | $6,730-93.5% | $145+202.8% |