Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 | Investment Management | $124,886 |
LSV ASSET MANAGEMENT10+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $110,403 |
VERUS7 years Filed as: VERUS ADVISORS, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $110,376 |
Service code 28 · EIN 95-2705767 | Investment Management | $104,898 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $61,301 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE BROKERAGE Service code 53 · EIN 46-0619194 | Insurance Commissions | $59,500 |
PANAGORA ASSET MANAGEMENT8 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 51 470 ATLANTIC AVE · BOSTON, MA 02210 | Investment Mgmt Fees | $46,463 |
SPENCER FANE LLP1 year Service code 29 2415 E CAMELBACK RD #600 · PHOENIX, AZ 85016 | Legal | $32,358 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $30,583 |
LETTERSTREAM1 year Service code 36 8551 E ANDERSON DR #108 · SCOTTSDALE, AZ 85255 | Copying and duplicating | $22,131 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,299 | $86,936-55.9% | $102,437-62.6% | $99,313-61.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.7%+28.3pp |
| Annual return | 7.51% | 14.99%-7.5pp | 24.95%-17.4pp | 17.67%-10.2pp |
| Employer contribution / active EE | $2,051 | $3,925-47.7% | $3,871-47.0% | $3,264-37.2% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $94 | $140-33.3% | $8,388-98.9% | $109-14.3% |