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 |
|---|---|---|
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON MCSHANE CORPORATION Service code 14 · EIN 41-0956552 | Plan Administrator | $1,286,329 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $925,636 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT, Service code 27 · EIN 13-3200244 | Advisory (Plan) | $851,539 |
Filed as: PRUDENTIAL REAL ESTATE FUND Service code 28 · EIN 22-1211670 | Investment Management | $649,557 |
THE TRUST COMPANY OF TENNESSEE1+ years Filed as: TRUST COMPANY OF THE WEST Service code 28 · EIN 95-2642764 | Investment Management | $423,128 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479618 | Investment Management | $353,081 |
FRANKLIN TEMPLETON1+ years Service code 27 · EIN 65-0080824 | Advisory (Plan) | $351,080 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC GLOBAL ASSET MGMT Service code 28 · EIN 41-1460668 | Investment Management | $332,438 |
PNC BANK, N.A.1+ years Filed as: PNC CAPITAL ADVISORS Service code 28 · EIN 22-1146430 | Investment Management | $306,578 |
TS&W1+ years Service code 28 · EIN 26-3761443 | Investment Management | $281,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,224 | $69,651-17.8% | $75,784-24.5% | $69,651-17.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 75.8%+24.2pp | 66.6%+33.4pp |
| Annual return | 8.63% | 53.77%-45.1pp | 9.68%-1.0pp | 53.77%-45.1pp |
| Employer contribution / active EE | $3,198 | $2,241+42.7% | $3,323-3.8% | $2,241+42.7% |
| Participant deferral / active EE | $0 | $3,635-100.0% | $3,652-100.0% | $3,635-100.0% |
| Admin fee / account holder | $350 | $63+452.8% | $5,300-93.4% | $63+452.8% |