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 |
|---|---|---|
Service code 13 · EIN 13-6043636 | Contract Administrator | $911,814 |
PFM ADVISORS3 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $756,966 |
EARNEST PARTNERS, LLC3 years Service code 28 · EIN 58-2386669 | Investment Management | $552,948 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $488,250 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT SOLUTIONS, LLC Service code 50 · EIN 82-1061233 | Direct Payment | $334,340 |
THE BANK OF NEW YORK MELLON6 years Service code 21 · EIN 13-5160382 | Bank Trustee | $301,804 |
Filed as: GW&K INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 80-0250512 | Investment Management | $230,793 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $230,631 |
RHUMBLINE ADVISORS4 years Filed as: RHUMBLINE ADVISERS LTD PARTNERSHIP Service code 28 · EIN 04-3118582 | Investment Management | $174,956 |
JACOBS & COMPANY2 years Filed as: JACOBS LEVY EQUITY MANAGEMENT, INC. Service code 28 · EIN 22-2774695 | Investment Management | $133,440 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $246,926 | $57,775+327.4% | $121,214+103.7% | $80,187+207.9% |
| Participation rate | 72.0% | 59.1%+12.8pp | 69.5%+2.4pp | 72.9%-1.0pp |
| Annual return | 14.84% | 20.30%-5.5pp | 987.67%-972.8pp | 40.40%-25.6pp |
| Employer contribution / active EE | $32,411 | $2,132+1420.4% | $4,171+677.0% | $2,980+987.8% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $4,084-100.0% | $5,016-100.0% |
| Admin fee / account holder | $611 | $122+403.0% | $5,647-89.2% | $145+321.7% |