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 |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT HOLDING COMPANY, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $404,644 |
B BELL/P ROZELLE NFL PLAYER RET PL10+ years Service code 49 · EIN 13-6043636 | Other Services | $342,291 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $212,161 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $115,317 |
THE BANK OF NEW YORK MELLON10+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $99,399 |
Filed as: CONSOLIDATED GRAPHICS, INC. Service code 36 · EIN 76-0190827 | Copying and duplicating; Direct payme... | $92,898 |
PFM ADVISORS7 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $77,702 |
US BANK1 year Filed as: US BANCORP ASSET MANAGEMENT, INC. Service code 27 · EIN 41-2003732 | Advisory (Plan) | $35,563 |
MITCHELL & TITUS, LLP4 years Service code 10 · EIN 13-2781641 | Accounting | $17,416 |
CLOUDBERRY CREATIVE, INC.8 years Service code 38 · EIN 27-1271032 | Participant Communication | $15,731 |
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 | $139,325 | $85,660+62.6% | $180,320-22.7% | $85,660+62.6% |
| Participation rate | 74.2% | 74.8%-0.6pp | 71.5%+2.7pp | 74.8%-0.6pp |
| Annual return | 5.12% | 19.52%-14.4pp | 778.54%-773.4pp | 19.52%-14.4pp |
| Employer contribution / active EE | $23,752 | $4,199+465.6% | $4,108+478.3% | $4,199+465.6% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,304-100.0% | $3,518-100.0% |
| Admin fee / account holder | $280 | $224+25.0% | $10,000-97.2% | $224+25.0% |