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 |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 | Investment Management | $112,961 |
Service code 10 · EIN 13-2665700 | Accounting | $39,248 |
FRIEDMAN & ANSPACH2+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $34,184 |
PROSKAUER ROSE LLP2+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $12,018 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
US BANK2+ years Filed as: US BANK ASSET MANAGEMENT Service code 19 · EIN 41-2003732 | Securities Custodian | $10,079 |
Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $10,059 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $5,000 |
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 | $113,006 | $57,103+97.9% | $87,502+29.1% | $57,658+96.0% |
| Participation rate | 100.0% | 64.3%+35.7pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | 0.82% | 12.71%-11.9pp | 12.21%-11.4pp | 5.13%-4.3pp |
| Employer contribution / active EE | $7,333 | $1,107+562.2% | $2,550+187.6% | $1,974+271.5% |
| Participant deferral / active EE | $0 | $2,250-100.0% | $3,149-100.0% | $3,061-100.0% |
| Admin fee / account holder | $661 | $281+135.4% | $4,221-84.3% | $95+599.5% |