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 BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $81,531 |
MICHAEL BRADY10+ years Service code 14 · EIN 14-1437195 | Plan Administrator | $38,673 |
TEAL, BECKER & CHIARAMONTE CPAS PC10+ years Filed as: TEAL BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $22,650 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $22,453 |
BLITMAN & KING3 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $22,375 |
Filed as: JOSEPH MCCARTHY Service code 10 · EIN 16-1120588 | Accounting | $10,211 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $6,742 |
OCIO MONITOR4 years Service code 27 11419 SOUTH HOLLY SPRINGS DRIVE · SOUTH JORDAN, UT 84009 | Advisory (Plan) | $5,535 |
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 | $16,188 | $56,734-71.5% | $68,368-76.3% | $103,975-84.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 73.8%+26.2pp | 72.5%+27.5pp |
| Annual return | 6.66% | 13.73%-7.1pp | 292.57%-285.9pp | 19.41%-12.8pp |
| Employer contribution / active EE | $2,327 | $1,867+24.6% | $2,649-12.1% | $3,722-37.5% |
| Participant deferral / active EE | $0 | $2,940-100.0% | $4,123-100.0% | $5,343-100.0% |
| Admin fee / account holder | $159 | $263-39.5% | $5,150-96.9% | $332-52.1% |