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: ZENITH AMERICAN SOLUTIONS INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $459,640 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $116,049 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $105,112 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 19 · EIN 22-1211670 | Securities Custodian | $104,761 |
RBC GLOBAL ASSET MANAGEMENT3+ years Service code 28 · EIN 41-1460668 | Investment Management | $101,495 |
ATALANTA SOSNOFF3+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $101,196 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $49,000 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $43,113 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 | Investment Management | $31,456 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $18,566 |
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 | $24,380 | $96,400-74.7% | $149,721-83.7% | $177,276-86.2% |
| Participation rate | 100.0% | 88.9%+11.1pp | 87.1%+12.9pp | 74.8%+25.2pp |
| Annual return | 7.79% | 19.02%-11.2pp | 1501.67%-1493.9pp | 21.25%-13.5pp |
| Employer contribution / active EE | $2,708 | $3,680-26.4% | $5,444-50.3% | $2,479+9.2% |
| Participant deferral / active EE | $0 | $5,510-100.0% | $6,568-100.0% | $3,881-100.0% |
| Admin fee / account holder | $238 | $69+243.0% | $11,282-97.9% | $154+54.4% |