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 |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $216,242 |
Service code 28 · EIN 13-2889432 | Investment Management | $196,794 |
PINNACLE ASSOCIATES LTD5 years Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $124,877 |
SCHULTHEIS & PANETTIERI, LLP7 years Filed as: SCHULTHEIS AND PANETTIERI, LLP Service code 10 · EIN 13-1577780 | Accounting | $89,800 |
INSIGHT NORTH AMERICA LLC6 years Service code 28 · EIN 82-0983489 | Investment Management | $81,999 |
CONGRESS ASSET MANAGEMENT6 years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 | Investment Management | $79,439 |
ROBERT CHEVERIE4 years Filed as: ROBERT M. CHEVERIE & ASSOC. , P.C. Service code 29 · EIN 06-1335139 | Legal | $27,600 |
LAZARD ASSET MANAGEMENT4 years Service code 28 · EIN 05-0530199 | Investment Management | $24,468 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $21,750 |
CLARKE & SAMPSON, INC.9 years Service code 22 · EIN 54-0657005 | Insurance Broker | $15,528 |
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 | $162,811 | $83,023+96.1% | $102,437+58.9% | $77,762+109.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 10.24% | 19.12%-8.9pp | 24.95%-14.7pp | 31.27%-21.0pp |
| Employer contribution / active EE | $11,679 | $3,552+228.8% | $3,871+201.7% | $2,728+328.1% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $790 | $639+23.6% | $8,388-90.6% | $433+82.4% |