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 |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $84,676 |
Service code 29 · EIN 92-2729620 | Legal | $34,214 |
Service code 28 · EIN 06-1614949 | Investment Management | $26,356 |
LOOMIS SAYLES9+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $24,528 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $20,952 |
SEGALL BRYANT & HAMILL6 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $13,569 |
EIDE BAILLY LLP9+ years Service code 10 · EIN 45-0250958 | Accounting | $9,745 |
CROWLEY FLECK PLLP4 years Service code 29 · EIN 81-0122795 | Legal | $8,118 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 19 · EIN 51-0099493 | Securities Custodian | $6,066 |
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 | $43,198 | $93,010-53.6% | $96,538-55.3% | $74,473-42.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 19.77% | 37.50%-17.7pp | 35.74%-16.0pp | 34.36%-14.6pp |
| Employer contribution / active EE | $4,435 | $3,427+29.4% | $3,740+18.6% | $2,638+68.1% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $545 | $633-13.9% | $6,737-91.9% | $347+57.0% |