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| Provider | Service type | Compensation |
|---|---|---|
ROCKEFELLER FINANCIAL LLC5 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT INS Service code 27 · EIN 82-4926179 | Advisory (Plan) | $63,589 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $47,538 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $2,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,834 | $95,417+19.3% | $135,974-16.3% | $74,460+52.9% |
| Participation rate | 91.4% | 78.2%+13.2pp | 81.9%+9.5pp | 70.7%+20.6pp |
| Annual return | 18.32% | 32.76%-14.4pp | 68.30%-50.0pp | 34.38%-16.1pp |
| Employer contribution / active EE | $2,664 | $3,878-31.3% | $4,859-45.2% | $2,638+1.0% |
| Participant deferral / active EE | $8,629 | $7,789+10.8% | $7,760+11.2% | $4,530+90.5% |
| Admin fee / account holder | $365 | $266+37.1% | $10,767-96.6% | $348+4.9% |