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 |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP5 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $509,382 |
POLEN CAPITAL4 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $391,793 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $351,533 |
Filed as: WESTERN ASSET MANAGEMENT CO., LLC Service code 28 · EIN 52-1200960 | Investment Management | $313,445 |
INVESCO6+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $261,775 |
LAZARD ASSET MANAGEMENT2 years Service code 28 · EIN 05-0530199 | Investment Management | $249,253 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $114,794 |
Filed as: GORLICK, KRAVITZ, & LISTHAUS, P.C. Service code 29 · EIN 13-3790829 | Legal | $102,659 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL CO (EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $87,985 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $77,552 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,845 | $52,155-10.2% | $101,275-53.7% | $106,273-55.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 7.99% | 13.07%-5.1pp | 46.46%-38.5pp | 21.70%-13.7pp |
| Employer contribution / active EE | $6,480 | $3,414+89.8% | $3,660+77.0% | $2,722+138.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $250 | $102+145.7% | $5,948-95.8% | $78+218.6% |