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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $11,914 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,919 | $54,213+1.3% | $93,696-41.4% | $77,736-29.4% |
| Participation rate | 88.9% | 64.0%+24.9pp | 68.7%+20.2pp | 70.6%+18.3pp |
| Annual return | -26.22% | 30.55%-56.8pp | 133.74%-160.0pp | 31.26%-57.5pp |
| Employer contribution / active EE | $3,893 | $1,168+233.2% | $2,422+60.7% | $2,728+42.7% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $11 | $575-98.0% | $8,287-99.9% | $433-97.4% |