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 |
|---|---|---|
ARGENT TRUST COMPANY1+ years Filed as: ARGENT TRUST COMPANY, N.A Service code 28 · EIN 72-1173060 305 S. VIENNA ST · RUSTON, LA 71270 | Investment Management | $33,090 |
MCKINLEY CARTER WEALTH SERVICES1+ years Filed as: MCKINLEY CARTER TRUST COMPANY Service code 28 · EIN 72-1173060 2000 DIETRICK BLVD · CHARLESTON, WV 25311 | Investment Management | $28,851 |
GAMBLE JONES MURPHY BRENT1+ years Service code 28 · EIN 95-4249094 301 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $24,304 |
JANNEY MONTGOMERY SCOTT LLC1+ years Filed as: JANNEY MONGTOMERY SCOTT Service code 28 | Investment Management | $12,021 |
AMERICAN FUNDS1+ years Filed as: AMERICAN FUNDS RECORDKEEPER DIRECT Service code 15 · EIN 95-6817943 C/O CAPITAL BANK AND TRUST COMPANY · INDIANAPOLIS, IN 462066040 | Recordkeeping | $2,130 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $198,169 | $70,002+183.1% | $115,038+72.3% | $52,331+278.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -1.02% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $10,389 | $2,715+282.7% | $4,608+125.5% | $1,882+452.1% |
| Participant deferral / active EE | $6,773 | $4,920+37.7% | $6,026+12.4% | $3,022+124.1% |
| Admin fee / account holder | $748 | $566+32.2% | $8,175-90.8% | $592+26.5% |