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 |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $194,696 |
PDC ADMINISTRATIVE FUND2+ years Service code 49 · EIN 04-2824420 | Other Services | $193,223 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT LLC Service code 28 · EIN 46-1057753 | Investment Management | $74,331 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 04-2895544 | Investment Management | $52,664 |
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $46,500 |
PUNCH & ASSOCIATES2+ years Filed as: PUNCH & ASSOCIATES INVESTMENT MGT Service code 28 · EIN 82-0566501 | Investment Management | $37,785 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $36,538 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $32,644 |
Filed as: TCW CAPITAL TRUST Service code 28 · EIN 20-3417160 | Investment Management | $31,475 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $25,544 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $221,442-100.0% | $92,240-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 6.84% | 15.65%-8.8pp | 176.29%-169.5pp | 20.87%-14.0pp |
| Employer contribution / active EE | $9,287 | $3,226+187.9% | $3,680+152.4% | $2,310+301.9% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |