See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $368,305 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $344,629 |
O'CONNOR DAVIES, LLP2 years Filed as: M. O'CONNOR Service code 30 · EIN 13-6817367 | Employee (plan); Direct payment from ... | $163,330 |
SCHULTHEIS & PANETTIERI, LLP6+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $153,104 |
AMERICAN REALTY ADVISORS2 years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $130,377 |
COLLINS BUILDING SERVICES INC.6+ years Service code 49 · EIN 51-0312606 | Other Services | $125,288 |
STACEY BRAUN ASSOCIATES, INC.6+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $124,884 |
Filed as: MADISON INVESTMENT ADVISORS LLC Service code 28 · EIN 54-1815009 | Investment Management | $123,486 |
C. BAFFUTO6+ years Service code 30 · EIN 13-6817367 | Direct payment from the plan; Employe... | $109,590 |
K. ANTONACCIO6+ years Service code 30 · EIN 13-6817367 | Employee (plan); Direct payment from ... | $95,208 |
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 | $199,429 | $73,497+171.3% | $101,248+97.0% | $93,223+113.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | 12.84% | 11.66%+1.2pp | 46.47%-33.6pp | 19.29%-6.4pp |
| Employer contribution / active EE | $10,594 | $3,600+194.3% | $3,660+189.5% | $2,680+295.3% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $326 | $121+169.5% | $5,945-94.5% | $79+311.5% |