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 |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.10+ years Service code 28 · EIN 39-1346018 | Investment Management | $155,750 |
DEPRINCE, RACE & ZOLLO5 years Filed as: DEPRINCE RACE & ZOLLO Service code 28 · EIN 59-3299598 | Investment Management | $107,606 |
WILSON-MCSHANE CORPORATION7 years Service code 13 · EIN 41-0956552 | Contract Administrator | $106,742 |
HIGHTOWER ADVISORS LLC4 years Filed as: HIGHTOWER ADVISORY Service code 28 · EIN 36-4500709 | Investment Management | $79,337 |
DEARBORN PARTNERS LLC10+ years Service code 28 · EIN 36-4145621 | Investment Management | $77,483 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 20 · EIN 52-2037618 | Investment management; Investment man... | $71,775 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $70,479 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $62,036 |
MADISON INVESTMENT ADVISORS4 years Filed as: MADISON INVESTMENT ADVISORS, LCC Service code 28 · EIN 39-1194160 | Investment Management | $53,968 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Service code 28 · EIN 26-2237421 | Investment Management | $51,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $150,494-100.0% | $199,883-100.0% | $100,573-100.0% |
| Participation rate | 0.0% | 91.1%-91.1pp | 86.8%-86.8pp | 70.9%-70.9pp |
| Annual return | 3.49% | 16.14%-12.6pp | 43.81%-40.3pp | 18.89%-15.4pp |
| Employer contribution / active EE | $6,761 | $5,383+25.6% | $6,261+8.0% | $3,763+79.7% |
| Participant deferral / active EE | $0 | $9,302-100.0% | $9,138-100.0% | $4,921-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $17,268-100.0% | $454-100.0% |