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 |
|---|---|---|
BMO HARRIS BANK NA2 years Filed as: M&T BANK Service code 18 · EIN 16-0538020 | Custodial (other than securities); Fl... | $28,633 |
CALLAN ASSOCIATES3+ years Filed as: CALLAN ASSOCIATES, INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $23,912 |
WILSON-MCSHANE CORPORATION3+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $22,406 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $18,020 |
BAKER & BOTTS3+ years Service code 29 · EIN 74-1195457 | Legal | $7,603 |
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 | $7,731 | $2,226,388-99.7% | $91,004-91.5% | $177,276-95.6% |
| Participation rate | 100.0% | 85.1%+14.9pp | 75.6%+24.4pp | 74.8%+25.2pp |
| Annual return | 11.23% | 20.16%-8.9pp | 4.60%+6.6pp | 21.25%-10.0pp |
| Employer contribution / active EE | $1,907 | $4,139-53.9% | $2,456-22.4% | $2,479-23.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $3,548-100.0% | $3,881-100.0% |
| Admin fee / account holder | $19 | $1,921-99.0% | $5,417-99.7% | $154-87.9% |