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 |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $227,487 |
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $145,080 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 · EIN 13-5160382 | Securities Custodian | $144,439 |
Service code 28 · EIN 80-0169636 | Investment Management | $116,075 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL MGMT, L.P. Service code 28 · EIN 22-3367558 | Investment Management | $80,229 |
NEPC, LLC2+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $78,750 |
Service code 28 · EIN 04-3063840 | Investment Management | $56,046 |
Service code 29 · EIN 91-0889948 | Legal | $39,793 |
UNION DATA SYSTEMS2+ years Service code 15 · EIN 27-1619539 | Recordkeeping | $28,544 |
SCHOEDEL & SCHOEDEL, CPAS, PLLC2+ years Filed as: SCHOEDEL & SCHOEDEL CPAS, PLLC Service code 10 · EIN 91-0614823 | Accounting | $23,480 |
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 | $44,302 | $89,274-50.4% | $149,721-70.4% | $77,958-43.2% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 9.11% | 20.36%-11.2pp | 1501.67%-1492.6pp | 20.87%-11.8pp |
| Employer contribution / active EE | $1,664 | $3,727-55.4% | $5,444-69.4% | $2,310-28.0% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $299 | $240+24.5% | $11,282-97.4% | $97+206.6% |