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 CORPORATION2+ years Filed as: WILSON MCSHANE CORPORATION Service code 14 · EIN 41-0956552 | Plan Administrator | $1,177,749 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT, Service code 27 · EIN 13-3200224 | Advisory (Plan) | $803,849 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $584,173 |
THE TRUST COMPANY OF TENNESSEE2+ years Filed as: TRUST COMPANY OF THE WEST Service code 28 · EIN 95-3703295 | Investment Management | $426,313 |
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: RBC GLOBAL ASSET MGMT Service code 28 · EIN 41-1460668 | Investment Management | $349,881 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479618 | Investment Management | $339,778 |
PNC BANK, N.A.2+ years Filed as: PNC CAPITAL ADVISORS Service code 28 · EIN 22-1146430 | Investment Management | $310,455 |
TS&W2+ years Service code 28 · EIN 26-3761443 | Investment Management | $267,843 |
EAGLE GLOBAL2+ years Filed as: EAGLE GLOBAL ADVISORS, LLC Service code 28 · EIN 76-0518446 | Investment Management | $247,180 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN ADVISERS, INC. Service code 28 · EIN 94-2990534 | Investment Management | $242,597 |
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 | $59,185 | $51,897+14.0% | $84,753-30.2% | $329,111-82.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 3.41% | 11.82%-8.4pp | 22.78%-19.4pp | 16.35%-12.9pp |
| Employer contribution / active EE | $3,592 | $3,022+18.8% | $3,574+0.5% | $2,303+55.9% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $335 | $97+245.0% | $5,333-93.7% | $754-55.6% |