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 |
|---|---|---|
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 227 W MONROE ST STE 4350 · CHICAGO, IL 60606 | Investment Management | $55,903 |
CUMBERLAND ADVISORS10+ years Service code 28 · EIN 22-3564821 | Investment Management | $33,316 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $30,992 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES Service code 19 · EIN 34-1542819 9445 DELEGATES ROW · INDIANAPOLIS, IN 46240 | Securities Custodian | $30,000 |
RIDGEWORTH9 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 96007 | Investment Management | $20,191 |
BRANDES INVESTMENT PARTNERS10+ years Service code 28 11988 EL CAMINO REAL · SAN DIEGO, CA 921919048 | Investment Management | $20,016 |
HEALTHSCOPE BENEFITS1 year Service code 13 · EIN 71-0847266 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46268 | Contract Administrator | $16,662 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS, LLC Service code 29 5078 WOOSTER RD, STE 400 · CINNCINATI, OH 45226 | Legal | $15,815 |
L.M. HENDERSON & COMPANY, LLP10+ years Service code 10 · EIN 20-5520612 450 E. 96TH ST, STE 200 · INDIANAPOLIS, IN 46240 | Accounting | $13,458 |
DORSEY & WHITNEY LLP7 years Filed as: DORSEY WRIGHT & ASSOCIATES Service code 28 790 E COLORADO BLVD 808 · PASADENA, CA 91101 | Investment Management | $10,061 |
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 | $93,470 | $130,224-28.2% | $197,124-52.6% | $79,634+17.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 86.7%+13.3pp | 62.5%+37.5pp |
| Annual return | 9.47% | 23.65%-14.2pp | 44.34%-34.9pp | 36.46%-27.0pp |
| Employer contribution / active EE | $6,269 | $4,314+45.3% | $6,227+0.7% | $2,529+147.9% |
| Participant deferral / active EE | $0 | $7,378-100.0% | $9,135-100.0% | $3,835-100.0% |
| Admin fee / account holder | $454 | $254+78.4% | $16,298-97.2% | $1,002-54.7% |