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 COMPANY9+ years Service code 25 · EIN 26-0010549 | Directed Trustee | $4,229 |
DIMENSIONAL FUND ADVISORS9+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DOUBLELINE CAPITAL LP9+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
GATEWAY ADVISORY, LLC6 years Filed as: GATEWAY INVESTMENT ADVISERS LLC Service code 28 | Investment Management | $0 |
GATEWAY ADVISORY, LLC6 years Filed as: GATEWAY INVESTMENT ADVISORS, LLC Service code 28 312 WALNUT ST, 35TH FLOOR · CINCINNATI, OH 45202 | Investment Management | $0 |
HARDING LOEVNER LP4 years Service code 28 · EIN 27-0684167 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
Service code 28 TWO HARBOUR PLACE · TAMPA, FL 33602 | Investment Management | $0 |
MAIRS & POWER, INC.3 years Filed as: MAIRS & POWER INC Service code 28 332 MINNESOTA S W1520 · ST. PAUL, MN 551011363 | 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 | $68,045 | $93,598-27.3% | $135,974-50.0% | $75,173-9.5% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | -2.93% | 30.89%-33.8pp | 68.30%-71.2pp | 160.72%-163.7pp |
| Employer contribution / active EE | $6,812 | $3,538+92.6% | $4,859+40.2% | $2,671+155.1% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $36 | $6,978-99.5% | $10,767-99.7% | $5,651-99.4% |