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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $190,375 |
MATRIX TRUST COMPANY9+ years Filed as: BROADRIDGE/MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $48,478 |
DOLAN MCENIRY CAPITAL MANAGEMENT9+ years Service code 27 · EIN 36-4169967 | Advisory (Plan) | $44,143 |
CONNORS6 years Service code 27 · EIN 23-1716484 | Advisory (Plan) | $22,944 |
ADVENT CAPITAL MANAGEMENT LLC9+ years Service code 27 · EIN 34-4168910 | Advisory (Plan) | $20,001 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,525 | $95,438+58.8% | $135,998+11.4% | $74,478+103.4% |
| Participation rate | 86.4% | 78.2%+8.2pp | 81.9%+4.5pp | 70.7%+15.7pp |
| Annual return | 13.49% | 32.61%-19.1pp | 68.37%-54.9pp | 34.37%-20.9pp |
| Employer contribution / active EE | $11,558 | $3,878+198.1% | $4,860+137.8% | $2,637+338.3% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $1,148 | $259+343.4% | $10,769-89.3% | $347+230.6% |