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 BARNEY2+ years Service code 15 · EIN 26-4310632 | Recordkeeping | $484,073 |
Service code 51 | Investment Mgmt Fees | $100,975 |
CICH & WTF2+ years Service code 13 · EIN 37-1117215 | Contract Administrator | $83,847 |
DAVIS SELECTED ADVISORS LP2+ years Filed as: DAVIS SELECTED ADVISERS, LP Service code 28 · EIN 85-0360310 | Investment Management | $44,459 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT LLC Service code 28 · EIN 36-4445613 | Investment Management | $39,272 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 · EIN 95-4504381 | Investment Management | $37,405 |
SKYBRIDGE CAPITAL2+ years Filed as: SKYBRIDGE CAPITAL II, LLC Service code 51 · EIN 26-0403497 | Investment Mgmt Fees | $29,752 |
CAVANAGH & O'HARA2+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 | Legal | $22,958 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY (MIDWEST) Service code 16 · EIN 13-1975125 | Consulting | $18,685 |
STONEBRIDGE2+ years Filed as: STONEBRIDGE ADVISORS LLC Service code 28 · EIN 34-2027194 | Investment Management | $14,519 |
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 | $23,435 | $221,442-89.4% | $92,240-74.6% | $77,958-69.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 24.88% | 15.65%+9.2pp | 176.29%-151.4pp | 20.87%+4.0pp |
| Employer contribution / active EE | $2,791 | $3,226-13.5% | $3,680-24.2% | $2,310+20.8% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $164 | $210-21.9% | $5,194-96.8% | $97+68.1% |