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: JPMCB Service code 28 · EIN 13-4994650 | Investment Management | $82,845 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $57,571 |
ALIX PARTNERS10+ years Service code 34 · EIN 38-3637158 | Direct payment from the plan; Valuati... | $56,674 |
MARINER LLC3 years Filed as: MARINER INSTITUTIONAL LLC Service code 28 · EIN 59-3676225 | Investment Management | $47,500 |
SAWGRASS ASSET MANAGEMENT2 years Filed as: SAWGRASS Service code 28 · EIN 59-3488505 | Investment Management | $46,767 |
PLANTE & MORAN, PLLC1 year Filed as: THE PLANTE & MORAN, PLLC Service code 49 · EIN 33-1498605 | Other Services | $35,000 |
PNC BANK, N.A.6 years Filed as: PNC Service code 18 · EIN 25-1211909 | Custodial (other than securities); Di... | $28,181 |
BLUERIDGE ESOP ASSOCIATES3 years Service code 15 · EIN 13-4238973 | Recordkeeping | $16,050 |
Filed as: TAFT, STETTINIUS & HOLLISTER Service code 29 · EIN 31-0541755 | Legal | $9,453 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $642,557 | $88,183+628.7% | $107,187+499.5% | $71,012+804.9% |
| Participation rate | 98.0% | 67.5%+30.5pp | 75.0%+22.9pp | 58.6%+39.4pp |
| Annual return | 19.21% | 16.47%+2.7pp | 204.55%-185.3pp | 37.67%-18.5pp |
| Employer contribution / active EE | $2,123 | $3,914-45.7% | $3,782-43.9% | $2,348-9.6% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $345 | $1,430-75.9% | $9,162-96.2% | $1,167-70.4% |