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 INC9+ years Filed as: BRADLEY, FOSTER & SARGENT Service code 16 · EIN 06-1380515 | Consulting | $78,482 |
L. HARDY MASON9+ years Service code 14 · EIN 22-6661613 | Plan Administrator | $64,784 |
STRATEGIC ADVISORS, INC.9+ years Service code 16 · EIN 04-2654524 | Consulting | $33,792 |
RESOURCES MANAGEMENT CORPORATION9+ years Filed as: RESOURCES MANAGEMENT Service code 16 · EIN 06-0944880 | Consulting | $17,531 |
HALSEY ASSOCIATES9+ years Service code 16 · EIN 06-0972080 | Consulting | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$76,723 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $414,308 | $91,424+353.2% | $135,942+204.8% | $71,495+479.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 19.28% | 29.90%-10.6pp | 68.28%-49.0pp | 28.85%-9.6pp |
| Employer contribution / active EE | $5,599 | $3,704+51.2% | $4,858+15.3% | $2,589+116.2% |
| Participant deferral / active EE | $11,560 | $7,092+63.0% | $7,759+49.0% | $4,291+169.4% |
| Admin fee / account holder | $452 | $1,266-64.3% | $10,764-95.8% | $1,588-71.6% |