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 |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, INC Service code 28 · EIN 45-3328488 | Investment Management | $241,237 |
MD SASS1+ years Filed as: M.D. SASS ASSOCIATES, INC Service code 28 · EIN 13-2704843 | Investment Management | $112,586 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SONSOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $93,651 |
ARNOLD & KADJAN1+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $91,775 |
MISSOURI VALLEY PARTNERS1+ years Service code 28 · EIN 43-1432116 | Investment Management | $78,004 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $37,648 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $37,079 |
CONSTRUCTION BENEFITS AUDIT CORP1+ years Service code 10 · EIN 43-1244218 | Accounting | $30,847 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 05-0530199 | Investment Management | $23,894 |
ULLICO1+ years Service code 50 · EIN 13-1423090 | Direct Payment | $16,488 |
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 | $88,017 | $54,392+61.8% | $84,753+3.9% | $63,975+37.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -1.49% | 611.38%-612.9pp | 22.78%-24.3pp | 48.65%-50.1pp |
| Employer contribution / active EE | $11,666 | $2,943+296.4% | $3,574+226.4% | $2,182+434.7% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $471 | $136+247.1% | $5,333-91.2% | $70+569.4% |