See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION11+ years Filed as: WILSON MCSHANE CORPORATION Service code 14 · EIN 41-0956552 | Plan Administrator | $1,220,587 |
THE BANK OF NEW YORK MELLON11+ years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $1,188,052 |
JPMORGAN INVEST HOLDINGS LLC9 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $714,808 |
PGIM INVESTMENTS4 years Filed as: PGIM RETIREMENT REAL ESTATE FUND II Service code 15 · EIN 83-1921274 | Recordkeeping | $427,877 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1480096 | Investment Management | $423,899 |
MCMORGAN & COMPANY LLC11+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $362,827 |
TS&W11+ years Service code 21 · EIN 26-3761443 | Bank Trustee | $360,186 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $338,305 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $305,384 |
CALLAN LLC1 year Service code 17 · EIN 82-2748926 | Pension Consulting | $230,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,200 | $140,769-65.0% | $107,525-54.2% | $140,769-65.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 75.1%+24.9pp | 74.2%+25.8pp |
| Annual return | 12.24% | 16.82%-4.6pp | 181.32%-169.1pp | 16.82%-4.6pp |
| Employer contribution / active EE | $3,430 | $3,906-12.2% | $3,754-8.6% | $3,906-12.2% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $276 | $229+20.3% | $8,919-96.9% | $229+20.3% |