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 |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $234,585 |
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $148,625 |
BENEFIT SOLUTIONS INC1+ years Filed as: BENEFIT SOLUTIONS, INC. Service code 10 · EIN 91-1603312 | Accounting | $146,611 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MGMT, L.P. Service code 28 · EIN 22-3367558 | Investment Management | $71,376 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 · EIN 13-5160382 | Securities Custodian | $61,836 |
NEPC, LLC1+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $57,696 |
Filed as: MCKENZIE ROTHWELL BARLOW & COUGH PS Service code 29 · EIN 91-0889948 | Legal | $39,692 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 10 · EIN 38-2383171 18300 CASCADE AVE SOUTH, STE 141 · TUKWILA, WA 98188 | Accounting | $38,400 |
PANAGORA ASSET MANAGEMENT1+ years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 P.O. BOX 27810 · NEW YORK, NY 100877810 | Investment Management | $32,767 |
UNION DATA SYSTEMS1+ years Service code 15 · EIN 27-1619539 | Recordkeeping | $32,424 |
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 | $43,265 | $80,354-46.2% | $133,975-67.7% | $63,975-32.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 1.12% | 13.11%-12.0pp | 29.29%-28.2pp | 48.65%-47.5pp |
| Employer contribution / active EE | $1,626 | $3,503-53.6% | $5,211-68.8% | $2,182-25.5% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $295 | $69+326.2% | $9,324-96.8% | $70+319.4% |