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 |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT2+ years Service code 28 · EIN 58-2236910 | Investment Management | $201,612 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $180,804 |
INVESCO2+ years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $82,221 |
JERRY VITA2+ years Filed as: R. JERRY COOK Service code 13 · EIN 59-1785571 | Contract Administrator | $75,037 |
CHICAGO EQUITY PARTNERS1 year Filed as: CHICAGO EQUITY PARTNERS, LLC Service code 28 6069 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Investment Management | $68,335 |
CALDWELL TRUST COMPANY2+ years Filed as: CALDWELL ADVISORS, LLC Service code 27 5210 MARYLAND WAY · BRENTWOOD, TN 37027 | Advisory (Plan) | $56,166 |
LISA LINDAUER2+ years Filed as: LISA COWAN Service code 30 · EIN 59-1785571 | Direct payment from the plan; Employe... | $52,080 |
GAMCO ASSET MANAGEMENT2+ years Service code 28 ONE CORPORATION CENTER · RYE, NY 10580 | Investment Management | $51,435 |
BAAB & DENNISON LLP2+ years Service code 29 · EIN 75-2344325 | Legal | $51,043 |
BMO HARRIS BANK NA2+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 19 111 WEST MONROE · CHICAGO, IL 60603 | Securities Custodian | $32,233 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $168,231-100.0% | $67,834-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 68.8%-68.8pp | 71.1%-71.1pp |
| Annual return | 7.17% | 11.76%-4.6pp | 138.47%-131.3pp | 48.65%-41.5pp |
| Employer contribution / active EE | $1,906 | $1,907-0.1% | $2,403-20.7% | $2,182-12.6% |
| Participant deferral / active EE | $484 | $2,827-82.9% | $3,160-84.7% | $3,356-85.6% |
| Admin fee / account holder | $0 | $81-100.0% | $4,622-100.0% | $70-100.0% |