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 |
|---|---|---|
ULLICO10+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $144,099 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $111,953 |
PANAGORA ASSET MANAGEMENT10+ years Service code 28 · EIN 04-3063840 | Investment Management | $106,404 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $103,045 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $88,185 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $73,860 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $65,820 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $52,000 |
Service code 29 · EIN 26-0873462 | Legal | $29,250 |
Service code 10 · EIN 13-3774222 | Accounting | $6,100 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,812 | $241,850-37.6% | $102,437+47.2% | $200,096-24.6% |
| Participation rate | 99.8% | 78.3%+21.5pp | 74.5%+25.3pp | 72.0%+27.8pp |
| Annual return | 7.15% | 17.67%-10.5pp | 24.95%-17.8pp | 34.26%-27.1pp |
| Employer contribution / active EE | $6,615 | $4,253+55.6% | $3,871+70.9% | $3,038+117.8% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $446 | $288+55.0% | $8,388-94.7% | $269+65.8% |