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 |
|---|---|---|
IBEW-NECA SERVICE CENTER7+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $135,963 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $82,645 |
Filed as: SCARBOROUGH ALLIANCE GROUP Service code 26 ONE BRIDGE STREET SUITE 70 · IRVINGTON, NY 10533 | Advisory (Participants) | $65,444 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 52-6257033 | Investment Management | $60,377 |
Service code 10 · EIN 43-0831507 | Accounting | $48,336 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $22,000 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 30 N LASALLE ST · CHICAGO, IL 60602 | Investment Management | $19,953 |
COMMERCE BANK7+ years Service code 28 · EIN 48-0962626 | Investment Management | $14,867 |
SCHUCHAT, COOK & WERNER2 years Filed as: SCHUCHAT COOK & WERNER Service code 29 555 WASHINGTON AVE STE 520 · ST LOUIS, MO 63101 | Legal | $7,029 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,280 | $88,770+44.5% | $109,191+17.5% | $93,010+37.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 15.31% | 60.64%-45.3pp | 25.76%-10.4pp | 158.70%-143.4pp |
| Employer contribution / active EE | $0 | $3,780-100.0% | $3,723-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $4,422 | $3,630+21.8% | $4,653-5.0% | $4,561-3.0% |
| Admin fee / account holder | $231 | $172+34.0% | $6,756-96.6% | $152+52.2% |