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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $10,246 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,823 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,646 | $59,006-44.7% | $97,295-66.4% | $74,478-56.2% |
| Participation rate | 97.2% | 63.7%+33.5pp | 72.7%+24.6pp | 67.2%+30.0pp |
| Annual return | 13.90% | 16.04%-2.1pp | 75.62%-61.7pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $1,498 | $1,894-20.9% | $2,723-45.0% | $2,626-43.0% |
| Participant deferral / active EE | $4,641 | $3,671+26.4% | $4,264+8.9% | $4,350+6.7% |
| Admin fee / account holder | $137 | $1,974-93.1% | $5,646-97.6% | $1,946-93.0% |