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 |
|---|---|---|
COUNSEL TRUST COMPANY2+ years Service code 25 · EIN 26-0010549 | Directed Trustee | $1,123 |
AQR CAPITAL MANAGEMENT LLC2+ years Service code 28 TWO GREEWICH PLAZA,3RD FLOOR · GREENWICH, CT 06830 | Investment Management | $0 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS, I Service code 28 1 BEACON ST · BOSTON, MA 02108 | Investment Management | $0 |
CBRE CLARION SECURITIES LLC2+ years Filed as: CBRE CLARION SECURITIES, LLC Service code 28 · EIN 23-2802869 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DOUBLELINE CAPITAL LP2+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
DRIEHAUS CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 20-3634295 | Investment Management | $0 |
GATEWAY ADVISORY, LLC2+ years Filed as: GATEWAY INVESTMENT ADVISERS, LLC Service code 28 312 WALNUT ST, 35TH FLOOR · CINCINNATI, OH 45202 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
JOHCM (USA) INC.1 year Filed as: JO HAMBRO CAPITAL MANAGEMENT GROUP Service code 28 53 STATE STREET 13TH FLOOR · BOSTON, MA 02109 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,072 | $76,551-68.6% | $123,894-80.6% | $62,881-61.7% |
| Participation rate | 97.1% | 73.0%+24.1pp | 81.4%+15.6pp | 69.3%+27.8pp |
| Annual return | 10.55% | 18.68%-8.1pp | 47.52%-37.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,279 | $2,882-20.9% | $4,617-50.6% | $2,281-0.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |