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 BARNEY3 years Filed as: J.P. MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,198,553 |
HEALTHSCOPE BENEFITS5+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 · EIN 71-0847266 | Contract Administrator | $136,485 |
ARNOLD & KADJAN5+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $112,511 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $51,639 |
RICHARD J. WOLF & COMPANY3 years Filed as: RICHARD J. WOLF & COMPANY, INC. Service code 10 · EIN 36-3182363 | Accounting | $42,378 |
AXIA ADVISORY CORPORATION3 years Service code 27 · EIN 35-1859469 | Advisory (Plan) | $40,000 |
MCM CPAS & ADVISORS LLP3 years Service code 10 · EIN 27-1235638 | Accounting | $17,400 |
COMERICA BANK5+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $10,211 |
Filed as: EMPLOYEE FRINGES AUDITING COMPANY Service code 10 · EIN 47-2979990 | Accounting | $6,000 |
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 | $73,019 | $88,515-17.5% | $162,185-55.0% | $67,584+8.0% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 16.36% | 27.04%-10.7pp | 115.61%-99.2pp | 378.59%-362.2pp |
| Employer contribution / active EE | $12,996 | $3,563+264.7% | $5,613+131.5% | $2,148+505.0% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,540-100.0% |
| Admin fee / account holder | $453 | $124+266.5% | $10,844-95.8% | $142+218.5% |