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: ROCKEFELLER CAPITAL MANAGEMENT Service code 28 45 OTTAWA AVE SW · GRAND RAPIDS, MI 49503 | Investment Management | $11,734 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,257 |
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 | $207,583 | $79,181+162.2% | $102,423+102.7% | $74,429+178.9% |
| Participation rate | 98.6% | 74.8%+23.9pp | 76.5%+22.1pp | 67.2%+31.4pp |
| Annual return | 7.11% | 54.97%-47.9pp | 29.42%-22.3pp | 1368.38%-1361.3pp |
| Employer contribution / active EE | $5,848 | $2,362+147.6% | $3,023+93.5% | $2,625+122.8% |
| Participant deferral / active EE | $5,385 | $4,416+22.0% | $5,054+6.6% | $4,348+23.9% |
| Admin fee / account holder | $93 | $2,002-95.3% | $9,455-99.0% | $1,944-95.2% |