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 BARNEY10+ years Filed as: MORGAN STANLEY Service code 28 · EIN 11-2418191 | Investment Management | $169,120 |
EKON BENEFITS10+ years Filed as: QUALIFIED BENEFITS CONSULTANTS INC Service code 15 · EIN 43-1317863 | Recordkeeping | $18,215 |
PLUMBERS 178 GENERAL FUND8 years Service code 14 · EIN 44-0377546 2501 W GRAND · SPRINGFIELD, MO 65802 | Plan Administrator | $9,388 |
THE WHITLOCK COMPANY9 years Service code 10 3271 E. BATTLEFIELD SUITE 300 · SPRINGFIELD, MO 65804 | Accounting | $9,000 |
MERTZ INSURANCE10+ years Service code 23 · EIN 47-0832337 | Insurance services | $6,879 |
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 | $51,225 | $82,979-38.3% | $102,412-50.0% | $77,736-34.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 8.16% | 19.11%-11.0pp | 24.94%-16.8pp | 31.26%-23.1pp |
| Employer contribution / active EE | $6,565 | $3,554+84.7% | $3,870+69.6% | $2,728+140.7% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $452 | $639-29.3% | $8,388-94.6% | $433+4.2% |