Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 31-1051736 | Investment Management | $274,210 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 28 · EIN 26-4310632 | Investment Management | $138,525 |
NORTHERN TRUST COMPANY1 year Service code 28 · EIN 36-1561860 | Investment Management | $123,462 |
CROWE LLP1 year Service code 15 · EIN 35-0921680 | Recordkeeping | $66,076 |
KPMG LLP1 year Filed as: KPMG Service code 28 | Investment Management | $56,226 |
Filed as: STOUT RISIUS ROSS Service code 28 | Investment Management | $55,700 |
TUCKER ELLIS LLP1 year Filed as: TUCKER ELLIS Service code 28 | Investment Management | $54,221 |
GBQ PARTNERS1 year Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $45,600 |
DUFF & PHELPS, LLC2 years Service code 16 · EIN 36-4090666 | Consulting | $23,044 |
PONY EXPRESS1 year Service code 49 | Other Services | $7,837 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,684 | $134,045-28.6% | $80,022+19.6% | $75,289+27.1% |
| Participation rate | 99.4% | 85.8%+13.6pp | 75.8%+23.5pp | 72.4%+26.9pp |
| Annual return | 17.54% | -0.56%+18.1pp | 11.22%+6.3pp | -0.04%+17.6pp |
| Employer contribution / active EE | $0 | $3,492-100.0% | $2,468-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,686-100.0% | $3,739-100.0% |
| Admin fee / account holder | $197 | $124+58.7% | $6,521-97.0% | $102+92.1% |