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 |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $48,103 |
RENAISSANCE7 years Filed as: RENAISSANCE INVESTMENTS Service code 28 · EIN 73-1008203 | Investment Management | $7,726 |
RBC GLOBAL ASSET MANAGEMENT5 years Service code 28 · EIN 85-3201987 PO BOX 701 · MILWAUKEE, WI 53021 | Investment Management | $7,343 |
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 | $83,213 | $65,246+27.5% | $98,716-15.7% | $67,986+22.4% |
| Participation rate | 100.0% | 51.4%+48.6pp | 69.3%+30.7pp | 57.2%+42.8pp |
| Annual return | 6.10% | 20.58%-14.5pp | 31.81%-25.7pp | 31.67%-25.6pp |
| Employer contribution / active EE | $5,013 | $1,042+381.1% | $2,279+120.0% | $2,019+148.3% |
| Participant deferral / active EE | $0 | $2,594-100.0% | $4,048-100.0% | $3,358-100.0% |
| Admin fee / account holder | $190 | $4,561-95.8% | $8,703-97.8% | $3,203-94.1% |