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 |
|---|---|---|
Service code 28 · EIN 13-3257590 | Investment Management | $431,650 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $419,217 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $361,371 |
WEDGE CAPITAL MANAGEMENT8 years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $314,199 |
LORD ABBETT9+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $308,836 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $305,000 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $218,048 |
Service code 29 · EIN 80-0292839 | Legal | $164,374 |
PIOTR TONIA1 year Service code 30 · EIN 22-6032181 | Employee (plan); Direct payment from ... | $127,422 |
SCHULTHEIS & PANETTIERI, LLP8 years Service code 10 · EIN 13-1577780 | Accounting | $97,595 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,051 | $55,730+13.1% | $96,543-34.7% | $96,393-34.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 5.96% | 12.78%-6.8pp | 35.75%-29.8pp | 22.88%-16.9pp |
| Employer contribution / active EE | $7,815 | $4,014+94.7% | $3,741+108.9% | $3,239+141.3% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $176 | $105+67.0% | $6,737-97.4% | $74+138.4% |