Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 15 · EIN 26-4310632 | Recordkeeping | $181,154 |
CONRAD SIEGEL3+ years Filed as: CONRAD SIEGEL INC Service code 15 · EIN 23-1669823 | Recordkeeping | $18,380 |
BLACKROCK3+ years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
COHEN & STEERS1 year Filed as: COHEN & STEERS CAPITAL MANAGEMENT, Service code 28 · EIN 14-1904657 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 · EIN 25-1111467 | Investment Management | $0 |
GQG PARTNERS LLC3+ years Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 641219009 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
KKR PRISMA3+ years Filed as: KKR CREDIT ADVISORS LLC Service code 28 555 CALIFORNIA ST, 50TH FLOOR · SAN FRANCISCO, CA 94104 | Investment Management | $0 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 20-4571006 | Investment Management | $0 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 95-2632339 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,471 | $85,660+124.7% | $216,567-11.1% | $85,660+124.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 81.6%+18.4pp | 74.8%+25.2pp |
| Annual return | 18.00% | 19.52%-1.5pp | 12.94%+5.1pp | 19.52%-1.5pp |
| Employer contribution / active EE | $7,288 | $4,199+73.6% | $5,216+39.7% | $4,199+73.6% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $6,191-100.0% | $3,518-100.0% |
| Admin fee / account holder | $123 | $224-45.2% | $21,981-99.4% | $224-45.2% |