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: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $321,443 |
PDC ADMINISTRATIVE FUND8+ years Service code 49 · EIN 04-2824420 | Other Services | $266,350 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $260,848 |
SLC MANAGEMENT1 year Filed as: SUN LIFE CAPITAL MANAGEMENT LLC Service code 28 · EIN 68-0635051 | Investment Management | $197,521 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $130,673 |
NEUBERGER BERMAN1 year Service code 28 · EIN 61-1591182 | Investment Management | $80,498 |
BOSTON PARTNERS6 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $76,938 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON ASSET MANAGEMENT CAYMAN Service code 28 | Investment Management | $66,781 |
Service code 28 · EIN 98-0465834 | Investment Management | $65,445 |
MEKETA INVESTMENT GROUP8+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $64,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,552 | $88,479-16.9% | $96,543-23.8% | $80,187-8.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 4.38% | 22.53%-18.1pp | 35.75%-31.4pp | 40.40%-36.0pp |
| Employer contribution / active EE | $13,578 | $4,177+225.1% | $3,741+263.0% | $2,980+355.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $334 | $211+57.9% | $6,737-95.0% | $145+130.3% |