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 |
|---|---|---|
BROTHERHOOD BANK AND TRUST3+ years Filed as: BROTHERHOOD BANK & TRUST Service code 21 · EIN 48-0150325 | Bank Trustee | $31,833 |
REAMS ASSET MANAGEMENT3+ years Filed as: UMB BANK Service code 28 · EIN 44-0194180 | Investment Management | $28,322 |
PFG3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,087 |
STERN BROTHERS1 year Filed as: STERN BROS Service code 34 · EIN 43-1749095 | Valuation (appraisals, etc.); Direct ... | $9,450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,911 | $60,545+139.3% | $92,240+57.1% | $69,631+108.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 13.46% | 19.71%-6.3pp | 176.29%-162.8pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $2,532 | $2,633-3.9% | $3,680-31.2% | $2,032+24.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $166 | $145+14.7% | $5,194-96.8% | $110+50.4% |