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 |
|---|---|---|
GEMGOUP1+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $165,150 |
FOUNDRY PARTNERS1+ years Service code 28 510 FIRST AVENUE N. · MINNEAPOLIS, MN 55405 | Investment Management | $164,543 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON EQUITY Service code 28 · EIN 25-1777361 | Investment Management | $139,451 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 102 WEST WHITING STREET · TAMPA, FL 33602 | Advisory (Plan) | $110,000 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 | Investment Management | $56,239 |
INTEGRITY ASSET MANAGEMENT1+ years Filed as: INTEGRITY Service code 28 · EIN 86-1063006 | Investment Management | $54,327 |
PNC BANK, N.A.1+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $50,770 |
MEYER, UNKOVIC & SCOTT1+ years Filed as: MEYER UNKOVIC & SCOTT Service code 29 · EIN 25-1008021 | Legal | $46,440 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES ADVISORS Service code 28 231 LASALLE ST. 4TH FLOOR · CHICAGO, IL 60604 | Investment Management | $15,789 |
THE SWARTHMORE GROUP1+ years Service code 28 1650 ARCH STREET · PHILADELPHIA, PA 19103 | Investment Management | $13,013 |
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 | $21,919 | $55,516-60.5% | $75,784-71.1% | $59,188-63.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -0.90% | -1.89%+1.0pp | 9.68%-10.6pp | 5.51%-6.4pp |
| Employer contribution / active EE | $3,373 | $2,604+29.5% | $3,323+1.5% | $2,098+60.8% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $127 | $110+15.5% | $5,300-97.6% | $92+37.8% |