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 |
|---|---|---|
Filed as: BRIDGEWAY BENEFIT TECHNOLOY Service code 15 · EIN 52-1796473 | Recordkeeping | $31,964 |
AMALGAMATED BANK9 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $15,240 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $15,060 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL BRYANT AND HAMMILL Service code 28 · EIN 35-2679129 | Investment Management | $14,230 |
WILMINGTON TRUST10+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 19 · EIN 16-0538020 | Securities Custodian | $14,191 |
HOLM & O'HARA10+ years Service code 29 · EIN 13-3591118 | Legal | $11,782 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $11,250 |
MSPC8 years Service code 10 · EIN 22-2951202 | Accounting | $9,759 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,377 | $92,224-75.7% | $105,223-78.7% | $79,634-71.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 6.62% | 88.65%-82.0pp | 180.65%-174.0pp | 36.46%-29.8pp |
| Employer contribution / active EE | $5,381 | $3,965+35.7% | $3,689+45.9% | $2,529+112.8% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $269 | $1,121-76.0% | $8,859-97.0% | $1,002-73.1% |