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 |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: UNITED CAPITAL Service code 28 · EIN 52-1958436 | Investment Management | $82,215 |
M&T INVESTMENT GROUP1+ years Service code 18 · EIN 16-0538020 | Custodial (other than securities); Fl... | $30,240 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $18,000 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $15,500 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES, INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $14,764 |
BAKER & BOTTS1+ years Service code 29 · EIN 74-1195457 | Legal | $7,682 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $5,069 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,360 | $81,321-89.7% | $68,509-87.8% | $59,188-85.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 74.7%+25.3pp | 69.4%+30.6pp |
| Annual return | 2.06% | 4.65%-2.6pp | 8.27%-6.2pp | 5.51%-3.4pp |
| Employer contribution / active EE | $2,164 | $3,297-34.3% | $2,278-5.0% | $2,098+3.2% |
| Participant deferral / active EE | $0 | $4,592-100.0% | $3,382-100.0% | $3,265-100.0% |
| Admin fee / account holder | $47 | $62-23.1% | $5,275-99.1% | $92-48.5% |