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 |
|---|---|---|
LABORERS LOCAL 231 H&W FUND8+ years Service code 13 · EIN 37-6031467 | Contract Administrator | $96,705 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $18,384 |
NATIONAL INVESTMENT SERVICES8+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 84-3937993 | Investment Management | $13,076 |
ROMOLO & ASSOCIATES4 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $11,000 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,500 |
CAVANAGH & O'HARA3 years Service code 29 · EIN 37-1259635 | Legal | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,574 | $93,010-73.6% | $96,520-74.5% | $74,440-67.0% |
| Participation rate | 71.8% | 71.6%+0.3pp | 74.3%-2.5pp | 70.7%+1.1pp |
| Annual return | 1.07% | 37.50%-36.4pp | 35.72%-34.6pp | 34.37%-33.3pp |
| Employer contribution / active EE | $5,966 | $3,427+74.1% | $3,739+59.6% | $2,638+126.2% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $127 | $633-80.0% | $6,733-98.1% | $348-63.6% |