Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 15 · EIN 26-4310632 | Recordkeeping | $158,278 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $63,908 |
BOLES, GROVE & METZGER, P.C.1+ years Service code 34 3601 N. FRONT STREET · HARRISBURG, PA 171101533 | Valuation (appraisals, etc.); Direct ... | $8,795 |
Service code 28 1300 POST OAK BLVD SUITE 350 · HOUSTON, TX 77056 | Investment Management | $0 |
ALPS ADVISORS, INC.1+ years Service code 28 PO BOX 44386 · DENVER, CO 80203 | Investment Management | $0 |
APAX PARTNERS1+ years Filed as: APAX EUROPE VII - B, LP Service code 28 | Investment Management | $0 |
AVENUE ONE ADVISORS1+ years Filed as: AVENUE CAPITAL MANAGEMENT II, LP Service code 28 399 PARK AVENUE, 6TH FLOOR · NEW YORK, NY 10022 | Investment Management | $0 |
BFA1+ years Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
BLACKROCK1+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKROCK1+ years Filed as: BLACKROCK FUND ADVISORS Service code 28 | Investment Management | $0 |
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 | $89,858 | $61,125+47.0% | $108,582-17.2% | $63,975+40.5% |
| Participation rate | 100.0% | 80.5%+19.5pp | 79.6%+20.4pp | 71.1%+28.9pp |
| Annual return | 4.81% | 14.06%-9.2pp | -51.70%+56.5pp | 48.65%-43.8pp |
| Employer contribution / active EE | $1,103 | $2,237-50.7% | $3,758-70.7% | $2,182-49.4% |
| Participant deferral / active EE | $0 | $3,574-100.0% | $4,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $186 | $72+159.0% | $7,645-97.6% | $70+164.5% |