Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 15 · EIN 26-4310632 | Recordkeeping | $97,301 |
CONRAD SIEGEL4+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $60,447 |
BOLES, GROVE & METZGER, P.C.4+ years Service code 34 3601 N. FRONT STREET · HARRISBURG, PA 171101533 | Valuation (appraisals, etc.); Direct ... | $8,925 |
ALPS ADVISORS, INC.4+ years Service code 28 PO BOX 44386 · DENVER, CO 80203 | Investment Management | $0 |
BLACKROCK4+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKSTONE1 year Filed as: BLACKSTONE ADVISORY PARTNERS L.P. Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
Service code 28 TWO GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $0 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 20-4571006 | Investment Management | $0 |
OAKTREE CAPITAL MANAGEMENT, L.P.4+ years Filed as: OAKTREE CAPITAL MANAGEMENT, LP Service code 28 333 SOUTH GRAND AVE, 28TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $0 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO LL Service code 28 · EIN 95-2632339 | Investment Management | $0 |
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 | $84,170 | $73,125+15.1% | $125,195-32.8% | $77,775+8.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.8%+20.2pp | 73.2%+26.8pp |
| Annual return | 10.98% | 24.71%-13.7pp | 43.79%-32.8pp | 32.58%-21.6pp |
| Employer contribution / active EE | $1,032 | $2,413-57.2% | $3,866-73.3% | $2,504-58.8% |
| Participant deferral / active EE | $0 | $3,966-100.0% | $4,937-100.0% | $3,966-100.0% |
| Admin fee / account holder | $128 | $89+42.9% | $9,704-98.7% | $100+27.7% |