Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $151,134 |
LPL FINANCIAL2+ years Filed as: WADDELL & REED Service code 28 · EIN 48-1106973 | Investment Management | $108,885 |
ANCHOR CAPITAL ADVISORS LLC2+ years Filed as: ANCHOR CAPITAL Service code 28 · EIN 20-4669888 | Investment Management | $75,447 |
GREGORY BARNES2+ years Service code 14 · EIN 56-7174527 | Plan Administrator | $62,236 |
BRANDES INVESTMENT PARTNERS2+ years Filed as: BRANDES Service code 28 · EIN 33-0704072 | Investment Management | $59,574 |
WHITE PINE CAPITAL2+ years Service code 28 60 SOUTH 6TH ST, STE 2530 · MINNIAPOLIS, MN 55402 | Investment Management | $52,622 |
FELHABER LARSON2+ years Filed as: FELHABER LARSON FENLON & VOGT Service code 29 · EIN 41-0991071 | Legal | $27,164 |
HOULIHAN & ASSOCIATES, P.C.2+ years Service code 10 · EIN 42-1284539 | Accounting | $17,428 |
ANDERSON AGENCY2+ years Service code 22 · EIN 41-0125290 | Insurance Broker | $10,247 |
SUNTRUST BANKS, INC.2+ years Filed as: R SCOTT GREGORY Service code 11 329 MARTINS COVE ROAD · ANNAPOLIS, MD 21409 | Actuarial | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $364,560-100.0% | $374,107-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 45.9%-45.9pp | 22.0%-22.0pp | 45.6%-45.6pp |
| Annual return | 4.59% | 3.93%+0.7pp | 4.74%-0.1pp | 4.16%+0.4pp |
| Employer contribution / active EE | $0 | $47,405-100.0% | $36,089-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |