Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 22 16690 SWINGLEY ROAD · CHESTERFIELD, MO 63017 | Insurance Broker | $321,205 |
BENESYS, INC.4+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $239,887 |
COMMERCE BANK4+ years Service code 28 6863 CLAYTON RD · ST. LOUIS, MO 63117 | Investment Management | $109,528 |
Filed as: FIFTH THIRD ASSET MGMT Service code 28 · EIN 34-1172683 | Investment Management | $89,003 |
FOUNDRY PARTNERS4+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $71,183 |
Filed as: ANDERS CPAS + ADVISORS Service code 10 · EIN 43-0861507 | Accounting | $68,419 |
MD SASS4+ years Service code 28 1185 AVENUE OF THE AMERICAS 18 · NEW YORK, NY 10036 | Investment Management | $57,854 |
JOHNSON & KROL, LLC4+ years Service code 29 300 S WACKER DR 1313 · CHICAGO, IL 60606 | Legal | $56,919 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 180 N. LASALLE STREET · CHICAGO, IL 60601 | Investment Management | $46,710 |
ATLANTA CAPITAL MANAGEMENT4+ years Filed as: ATLANTA SOSNOFF CAPITAL Service code 28 101 PARK AVENUE, 6TH FLOOR · NEW YORK, NY 10178 | Investment Management | $42,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,398 | $78,226-22.8% | $92,916-35.0% | $82,204-26.5% |
| Participation rate | 66.2% | 82.7%-16.5pp | 76.0%-9.8pp | 73.4%-7.2pp |
| Annual return | 7.87% | 19.33%-11.5pp | 109.45%-101.6pp | 26.31%-18.4pp |
| Employer contribution / active EE | $3,501 | $3,911-10.5% | $3,654-4.2% | $2,707+29.3% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,238-100.0% | $4,246-100.0% |
| Admin fee / account holder | $276 | $119+131.4% | $5,796-95.2% | $76+264.5% |