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 |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $47,034 |
Service code 28 · EIN 04-2895544 | Investment Management | $39,949 |
LOOMIS SAYLES8+ years Service code 28 · EIN 84-6391546 | Investment Management | $37,581 |
KRAW LAW GROUP8+ years Service code 29 · EIN 32-0465891 | Legal | $32,880 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $23,555 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $21,500 |
POLEN CAPITAL1 year Service code 51 1825 CORPORATE BLVD NW #300 · BOCA RATON, FL 33431 | Investment Mgmt Fees | $21,169 |
Filed as: MCMENOMY & ASSOCIATES CPAS, LLP Service code 10 · EIN 46-1559312 | Accounting | $17,000 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $14,327 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $12,283 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,516 | $86,897-81.0% | $151,634-89.1% | $64,829-74.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -8.67% | -3.57%-5.1pp | 3.32%-12.0pp | 32.85%-41.5pp |
| Employer contribution / active EE | $2,513 | $4,010-37.3% | $6,165-59.2% | $2,507+0.2% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,312-100.0% |
| Admin fee / account holder | $125 | $153-18.6% | $11,614-98.9% | $188-33.7% |