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 |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $83,784 |
DOWD, BLOCH & BENNETT2+ years Filed as: DOWD BLOCH BENNETT Service code 29 · EIN 36-3371377 | Legal | $82,968 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 | Investment Management | $54,149 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $43,733 |
LANER MUCHIN2+ years Service code 29 · EIN 36-3088463 | Legal | $40,648 |
JANUS HENDERSON2+ years Filed as: JANUS CAPITAL MANANGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $36,831 |
LAURA CABALLERO2+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $31,445 |
DENISE LUKASZEWSKI2+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $27,396 |
GREAT LAKES ADVISORS, LLC2+ years Service code 28 · EIN 80-0292839 | Investment Management | $27,365 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $15,000 |
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 | $0 | $67,228-100.0% | $117,861-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 79.7%-79.7pp | 71.6%-71.6pp |
| Annual return | 5.86% | 19.13%-13.3pp | 335.11%-329.2pp | 20.87%-15.0pp |
| Employer contribution / active EE | $2,839 | $2,211+28.4% | $3,786-25.0% | $2,310+22.9% |
| Participant deferral / active EE | $0 | $3,653-100.0% | $4,482-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $8,021-100.0% | $97-100.0% |