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 |
|---|---|---|
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $90,281 |
BENESYS, INC.3+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $87,059 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $80,000 |
INVESCO3+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $76,054 |
MELISSA W. COOK & ASSOCIATES3+ years Filed as: MELISSA W COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $39,762 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $34,975 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S. BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $12,310 |
ALSWEET ASSOCIATES1 year Service code 10 · EIN 95-2766134 | Accounting | $7,324 |
COMERICA BANK2 years Filed as: COMERICA Service code 49 · EIN 42-1741646 | Other Services | $0 |
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 | $38,656 | $221,442-82.5% | $92,240-58.1% | $77,958-50.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.3pp |
| Annual return | 7.30% | 15.65%-8.4pp | 176.29%-169.0pp | 20.87%-13.6pp |
| Employer contribution / active EE | $1,106 | $3,226-65.7% | $3,680-70.0% | $2,310-52.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $123 | $210-41.2% | $5,194-97.6% | $97+26.6% |