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 |
|---|---|---|
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES, LLC Service code 51 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Mgmt Fees | $28,396 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 51 · EIN 23-2384840 | Investment Mgmt Fees | $27,500 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 51 227 W. MONROE ST STE 4350 · CHICAGO, IL 60606 | Investment Mgmt Fees | $25,964 |
CUMBERLAND ADVISORS3+ years Service code 51 · EIN 22-3564821 | Investment Mgmt Fees | $19,658 |
HEALTHSCOPE BENEFITS3+ years Filed as: HEALTHSCOPE Service code 50 · EIN 71-0847266 | Direct Payment | $17,686 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE INVESTMENTS Service code 51 620 EIGHTH AVENUE · NEW YORK, NY 10018 | Investment Mgmt Fees | $17,641 |
BRANDES INVESTMENT PARTNERS3+ years Service code 51 11988 EL CAMINO REAL · SAN DIEGO, CA 921919048 | Investment Mgmt Fees | $17,393 |
L.M. HENDERSON & COMPANY, LLP3+ years Service code 50 · EIN 20-5520612 | Direct Payment | $12,200 |
RIDGEWORTH2 years Filed as: KAYNE ANDERSON RUDNICK Service code 51 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $11,366 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP INTERNATIONAL Service code 51 12811 N. MERIDIAN STREET · CARMEL, IN 46032 | Investment Mgmt Fees | $9,635 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,304 | $80,005-18.4% | $140,019-53.4% | $55,725+17.2% |
| Participation rate | 99.6% | 87.0%+12.6pp | 87.5%+12.1pp | 70.9%+28.8pp |
| Annual return | 11.52% | 0.46%+11.1pp | 651.17%-639.6pp | 244.93%-233.4pp |
| Employer contribution / active EE | $4,082 | $3,403+20.0% | $5,605-27.2% | $2,078+96.4% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $430 | $116+271.6% | $10,705-96.0% | $115+273.2% |