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: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $193,223 |
MEKETA INVESTMENT GROUP4+ years Service code 27 411 NW PARK AVENUE, SUITE 401 · PORTLAND, OR 97209 | Advisory (Plan) | $188,917 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $162,967 |
BAKER ELLIS ASSET MANAGEMENT4+ years Service code 26 · EIN 75-2997594 | Advisory (Participants) | $84,485 |
VULCAN VALUE PARTNERS3 years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 2801 HIGHWAY 280 SOUTH, SUITE 300 · BIRMINGHAM, AL 35223 | Investment Management | $49,394 |
THE VANGUARD GROUP, INC.4+ years Service code 19 · EIN 23-2186884 | Securities Custodian | $42,385 |
Filed as: SIGMA INVESTMENT MANAGEMENT Service code 26 · EIN 93-1092508 | Advisory (Participants) | $17,138 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,284 | $75,388+359.3% | $123,553+180.3% | $55,727+521.4% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.3%+16.0pp | 70.9%+27.4pp |
| Annual return | -4.15% | 4.48%-8.6pp | 119.21%-123.4pp | 244.94%-249.1pp |
| Employer contribution / active EE | $13,106 | $3,063+327.8% | $4,628+183.2% | $2,078+530.6% |
| Participant deferral / active EE | $10,151 | $5,651+79.6% | $6,426+58.0% | $3,356+202.5% |
| Admin fee / account holder | $590 | $120+392.5% | $9,284-93.6% | $115+412.1% |