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 |
|---|---|---|
GREEN HASSON JANKS2+ years Filed as: GREEN SQUARE CAPITAL Service code 28 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $53,930 |
CINCINNATI ASSET MANAGEMENT2+ years Service code 28 · EIN 31-1264576 | Investment Management | $20,487 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,490 | $64,909+131.8% | $82,312+82.8% | $62,293+141.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.80% | 21.18%-14.4pp | 25.88%-19.1pp | 28.90%-22.1pp |
| Employer contribution / active EE | $10,417 | $1,676+521.5% | $2,428+329.0% | $2,042+410.1% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $369 | $440-16.1% | $5,608-93.4% | $479-23.1% |