See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $104,165 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $96,785 |
PANAGORA ASSET MANAGEMENT4+ years Service code 28 · EIN 04-3063840 | Investment Management | $92,238 |
Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $86,017 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY TRUST INT'L OF THE SOUTH Service code 28 · EIN 65-0080824 | Investment Management | $77,888 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $59,463 |
BMO HARRIS BANK NA3+ years Filed as: BMO ASSET MANAGEMENT CORP. Service code 27 · EIN 36-3673844 | Advisory (Plan) | $54,498 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $47,971 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $43,600 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Service code 28 · EIN 95-2705767 | Investment Management | $38,655 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,262 | $82,546+55.4% | $140,016-8.4% | $75,289+70.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -1.49% | -0.36%-1.1pp | 651.12%-652.6pp | -0.04%-1.5pp |
| Employer contribution / active EE | $4,852 | $3,856+25.8% | $5,606-13.4% | $2,405+101.7% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $422 | $86+392.2% | $10,705-96.1% | $102+312.6% |