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 |
|---|---|---|
EVERCORE TRUST COMPANY1+ years Filed as: FIRST REPUBLIC BANK/EVERCORE TRUST Service code 21 · EIN 26-4691954 | Bank Trustee | $61,555 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 34-1542819 | Investment Management | $45,111 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON TRUST Service code 28 · EIN 33-0481102 | Investment Management | $32,944 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $20,019 |
EVERCORE TRUST COMPANY1+ years Filed as: EVERCORE WEALTH MANAGEMENT, LLC Service code 28 · EIN 26-3502254 | Investment Management | $19,233 |
COVINGTON CAPITAL MANAGEMENT1+ years Filed as: COVINGTON CAPTIAL MANAGEMENT Service code 28 · EIN 20-1253741 | Investment Management | $9,637 |
Service code 28 · EIN 54-1947440 | Investment Management | $1,454 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,854 | $52,884+338.4% | $84,753+173.6% | $55,167+320.3% |
| Participation rate | 87.0% | 67.5%+19.4pp | 76.6%+10.4pp | 69.0%+18.0pp |
| Annual return | 4.96% | 18.03%-13.1pp | 22.78%-17.8pp | 169.23%-164.3pp |
| Employer contribution / active EE | $9,724 | $2,233+335.4% | $3,574+172.1% | $1,963+395.5% |
| Participant deferral / active EE | $4,908 | $2,644+85.6% | $3,712+32.2% | $3,054+60.7% |
| Admin fee / account holder | $1,242 | $581+113.8% | $5,333-76.7% | $504+146.4% |