Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SJS INVESTMENT CONSULTING INC1+ years Filed as: SJS INVESTMENT CONSULTING, INC. Service code 18 · EIN 34-1803756 | Custodial (other than securities); In... | $117,721 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CONSULTING Service code 17 · EIN 34-1753575 | Pension Consulting | $51,773 |
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $35,723 |
WILMINGTON TRUST1+ years Service code 19 · EIN 51-0099033 | Securities Custodian | $30,548 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 17 260 FRANKLIN STREET · BOSTON, MA 02110 | Pension Consulting | $27,120 |
DAVENPORT HANF & COMPANY LLC1+ years Filed as: DAVENPORT, HANF & COMPANY, LLC Service code 10 · EIN 41-2173760 | Accounting | $11,608 |
APPLE GROWTH PARTNERS1+ years Service code 10 · EIN 34-1082617 | Accounting | $5,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,857 | $63,905-17.3% | $74,184-28.7% | $57,658-8.3% |
| Participation rate | 99.6% | 79.8%+19.8pp | 76.6%+23.0pp | 70.2%+29.4pp |
| Annual return | 0.88% | 60.60%-59.7pp | 17.74%-16.9pp | 5.13%-4.2pp |
| Employer contribution / active EE | $1,048 | $1,840-43.0% | $2,370-55.8% | $1,974-46.9% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $206 | $91+126.5% | $5,586-96.3% | $95+118.2% |