Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD1+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $2,713,638 |
RIDGEWORTH1+ years Filed as: SEIX INVESTMENTS Service code 28 · EIN 26-1483110 | Investment Management | $275,368 |
MORLEY CAPITAL MANAGEMENT1+ years Service code 28 · EIN 93-0849924 | Investment Management | $255,346 |
Filed as: PRUDENTIAL INVESTMENT Service code 28 · EIN 22-2540245 | Investment Management | $229,279 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL Service code 28 · EIN 80-0618452 | Investment Management | $144,834 |
BLACKROCK1+ years Service code 28 · EIN 13-3806691 | Investment Management | $131,273 |
Filed as: ALLIANT INSURANCE SERVICES Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $109,867 |
COHEN & STEERS1+ years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $62,076 |
POSTMASTER GENERAL1+ years Service code 49 UNION ST STE A · FLUSHING, NY 113549997 | Other Services | $45,374 |
MARCO CONSULTING GROUP1+ years Service code 28 · EIN 36-3555078 | Investment Management | $38,648 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,286 | $51,897-22.4% | $84,753-52.5% | $329,111-87.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 5.79% | 11.82%-6.0pp | 22.78%-17.0pp | 16.35%-10.6pp |
| Employer contribution / active EE | $4,306 | $3,022+42.5% | $3,574+20.5% | $2,303+86.9% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $105 | $97+8.7% | $5,333-98.0% | $754-86.0% |