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 |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES10+ years Service code 28 · EIN 58-2432390 | Investment Management | $30,676 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047304 | Legal | $21,683 |
Service code 19 1801 EAST 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $19,523 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $17,265 |
BMO HARRIS BANK NA6 years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $6,952 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,510 | $90,170-71.7% | $150,734-83.1% | $69,733-63.4% |
| Participation rate | 100.0% | 60.2%+39.8pp | 78.4%+21.6pp | 62.5%+37.5pp |
| Annual return | 5.51% | 16.56%-11.1pp | 600.81%-595.3pp | 15.22%-9.7pp |
| Employer contribution / active EE | $4,076 | $3,428+18.9% | $4,918-17.1% | $2,250+81.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $358 | $4,600-92.2% | $14,905-97.6% | $3,102-88.5% |