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 |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $48,263 |
Filed as: TCW GROUP Service code 28 · EIN 95-2749628 | Investment Management | $25,371 |
BOSTON PARTNERS5+ years Filed as: ROBECO/BOSTON PARTNERS Service code 28 · EIN 98-0202744 | Investment Management | $23,764 |
Filed as: TEAL, BECKER, & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $23,671 |
DICKINSON WRIGHT PLLC5+ years Filed as: DICKINSON GROUP, LLC Service code 14 · EIN 20-1241472 | Plan Administrator | $21,094 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,500 |
BARNES, IACCARINO & SHEPHERD LLP5+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $8,202 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,770 | $66,051-83.7% | $92,909-88.4% | $77,775-86.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 16.17% | 20.69%-4.5pp | 109.44%-93.3pp | 32.58%-16.4pp |
| Employer contribution / active EE | $751 | $3,426-78.1% | $3,653-79.5% | $2,504-70.0% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $103 | $148-30.6% | $5,795-98.2% | $100+2.5% |