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 |
|---|---|---|
GARDNER RUSSO1+ years Filed as: GARDNER RUSSO & GARDNER Service code 28 · EIN 23-2673088 | Investment Management | $164,779 |
RUANE, CUNNIFF & GOLDFARB INC.1+ years Filed as: RUANE CUNNIFF & GOLDFARB Service code 28 · EIN 13-2628641 | Investment Management | $108,653 |
SUNTRUST BANKS, INC.1+ years Filed as: BRANCH BANKING & TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $47,860 |
JOHNSON BANK1+ years Filed as: JOHNSON INVESTMENT COUNSEL Service code 28 · EIN 31-1013029 | Investment Management | $22,559 |
REA & ASSOCIATES, INC 34-13101241+ years Filed as: REA & ASSOICATES Service code 10 · EIN 34-1310124 | Accounting | $8,900 |
MITCHELL I. SEROTA & ASSOC. INC.1+ years Filed as: MITCHELL SEROTA Service code 11 · EIN 36-3266002 | Actuarial | $5,990 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,230 | $52,884+85.7% | $84,753+15.9% | $55,167+78.1% |
| Participation rate | 99.0% | 67.5%+31.5pp | 76.6%+22.4pp | 69.0%+30.0pp |
| Annual return | -3.12% | 18.03%-21.1pp | 22.78%-25.9pp | 169.23%-172.3pp |
| Employer contribution / active EE | $4,058 | $2,233+81.7% | $3,574+13.5% | $1,963+106.8% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,002 | $581+72.6% | $5,333-81.2% | $504+98.9% |