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 |
|---|---|---|
BRADLEY FOSTER & SARGENT INC5+ years Filed as: BRADLEY, FOSTER & SARGENT Service code 10 · EIN 06-1380515 | Accounting | $84,770 |
L. HARDY MASON5+ years Service code 26 · EIN 22-6661613 | Advisory (Participants) | $35,150 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,675 |
RESOURCES MANAGEMENT CORPORATION5+ years Filed as: RESOURCES MANAGEMENT Service code 26 · EIN 06-0944880 | Advisory (Participants) | $16,728 |
HALSEY ASSOCIATES5+ years Service code 16 · EIN 06-0972080 | Consulting | $6,282 |
Filed as: RAYMOND JAMES FINANCIAL. Service code 16 · EIN 59-1237041 | Consulting | $5,303 |
BLUM SHAPIRO5+ years Filed as: BLUM, SHAPIRO & CO. Service code 10 · EIN 06-1009205 | Accounting | $0 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 10 · EIN 20-4751585 | Accounting | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,338 |
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 | $387,859 | $89,652+332.6% | $141,191+174.7% | $65,185+495.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 21.44% | 32.79%-11.4pp | 71.41%-50.0pp | 29.38%-7.9pp |
| Employer contribution / active EE | $10,240 | $3,065+234.1% | $4,736+116.2% | $2,177+370.4% |
| Participant deferral / active EE | $7,224 | $5,691+26.9% | $6,710+7.7% | $3,514+105.6% |
| Admin fee / account holder | $589 | $569+3.7% | $10,264-94.3% | $847-30.4% |