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| Provider | Service type | Compensation |
|---|---|---|
C.F.A.O6+ years Filed as: C.F.A.O. Service code 14 · EIN 94-1557079 | Plan Administrator | $2,695,993 |
POST ADVISORY GROUP6+ years Service code 28 · EIN 95-4818300 | Investment Management | $2,086,896 |
ALGER6+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $897,876 |
GAMCO ASSET MANAGEMENT4 years Filed as: GAMCO Service code 51 · EIN 13-4044521 | Investment Mgmt Fees | $859,075 |
FOUNDRY PARTNERS6+ years Service code 28 · EIN 46-1184506 | Investment Management | $688,571 |
MCMORGAN & COMPANY LLC6+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $594,875 |
Filed as: WCM INVESTMENT MANAGEMENT LLC Service code 28 · EIN 95-3046237 | Investment Management | $564,758 |
Filed as: ENTRUST GLOBAL Service code 28 · EIN 13-4021839 | Investment Management | $554,701 |
HAMILTON LANE ADVISORS, LLC2 years Service code 28 · EIN 23-2962336 | Investment Management | $438,750 |
MEPT1 year Service code 28 · EIN 52-6218800 | Investment Management | $374,776 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,306 | $65,673-21.9% | $109,191-53.0% | $106,520-51.8% |
| Participation rate | 88.6% | 82.6%+6.0pp | 75.9%+12.7pp | 71.3%+17.3pp |
| Annual return | 16.14% | 15.69%+0.5pp | 25.76%-9.6pp | 19.28%-3.1pp |
| Employer contribution / active EE | $2,967 | $4,042-26.6% | $3,723-20.3% | $2,840+4.5% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $178 | $107+66.0% | $6,756-97.4% | $75+138.4% |