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 |
|---|---|---|
FUND DIRECT ADVISORS7+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $21,025 |
STIFEL NICOLAUS & CO INC7+ years Filed as: STIFEL INVESTMENT SERVICES Service code 27 · EIN 43-1273600 | Advisory (Plan) | $17,824 |
STANLEY BENEFIT SERVICES, INC.7+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $12,833 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX Service code 21 · EIN 75-3182674 | Bank Trustee | $8,066 |
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 | $114,585 | $59,584+92.3% | $86,615+32.3% | $79,391+44.3% |
| Participation rate | 95.4% | 67.7%+27.7pp | 71.6%+23.7pp | 70.7%+24.7pp |
| Annual return | 11.99% | 23.15%-11.2pp | 63.51%-51.5pp | 116.88%-104.9pp |
| Employer contribution / active EE | $2,020 | $1,768+14.3% | $2,496-19.0% | $2,428-16.8% |
| Participant deferral / active EE | $3,160 | $3,036+4.1% | $3,699-14.6% | $4,046-21.9% |
| Admin fee / account holder | $396 | $604-34.5% | $5,830-93.2% | $627-36.8% |