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 |
|---|---|---|
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $21,500 |
NOVARA, TESIJA & CATENACCI, PLLC3+ years Filed as: NOVARA, TESIJA P.L.L.C. Service code 29 · EIN 38-3507129 | Legal | $21,261 |
BENESYS, INC.3+ years Filed as: BENESYS INC. Service code 13 · EIN 38-6058023 | Contract Administrator | $17,292 |
COMERICA BANK3+ years Filed as: COMERICA Service code 28 · EIN 38-0477375 | Investment Management | $14,761 |
Service code 10 · EIN 38-2574238 | Accounting | $8,148 |
STATE STREET GLOBAL ADVISORS3+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $5,881 |
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $3,550 |
Participant contribution per participant 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 | $31,596 | $60,545-47.8% | $92,240-65.7% | $69,631-54.6% |
| Participation rate | 99.7% | 72.2%+27.5pp | 76.5%+23.2pp | 70.7%+29.0pp |
| Annual return | 24.44% | 19.71%+4.7pp | 176.29%-151.9pp | 27571.02%-27546.6pp |
| Employer contribution / active EE | $1,282 | $2,633-51.3% | $3,680-65.2% | $2,032-36.9% |
| Participant deferral / active EE | $147 | $2,828-94.8% | $3,897-96.2% | $3,224-95.5% |
| Admin fee / account holder | $126 | $145-13.1% | $5,194-97.6% | $110+13.9% |