Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Service code 14 · EIN 52-1590516 2001 W CAMELBACK RD. STE B350 · PHOENIX, AZ 85015 | Plan Administrator | $155,710 |
Service code 28 · EIN 95-2705767 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Investment Management | $131,214 |
LSV ASSET MANAGEMENT7+ years Service code 51 · EIN 23-2772200 155 N WACKER DRIVE 4600 · CHICAGO, IL 60606 | Investment Mgmt Fees | $122,430 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 245 PARK AVE · NEW YORK, NY 10167 | Investment Management | $106,870 |
VERUS4 years Filed as: VERUS ADVISORS, INC. Service code 17 · EIN 91-1320111 2321 ROSECRANS AVENUE · EL SEGUNDO, CA 90245 | Pension Consulting | $98,500 |
PGIM INVESTMENTS4 years Filed as: PGIM REAL ESTATE U.S. DEBT FUND, LP Service code 51 · EIN 82-1785551 | Investment Mgmt Fees | $72,634 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 333 W 34TH ST · NEW YORK, NY 100012402 | Insurance Commissions | $59,484 |
PANAGORA ASSET MANAGEMENT5 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 51 470 ATLANTIC AVE · BOSTON, MA 02210 | Investment Mgmt Fees | $52,615 |
Filed as: JENNINGS, STROUSS & SALMON PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET ST. 1900 · PHOENIX, AZ 85004 | Legal | $48,064 |
BMO HARRIS BANK NA1 year Filed as: BMO BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $40,434 |
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 | $40,480 | $80,412-49.7% | $109,191-62.9% | $101,555-60.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.5%+25.5pp |
| Annual return | 10.68% | 16.17%-5.5pp | 25.76%-15.1pp | 21.00%-10.3pp |
| Employer contribution / active EE | $1,471 | $3,731-60.6% | $3,723-60.5% | $2,972-50.5% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $128 | $135-5.4% | $6,756-98.1% | $139-8.5% |