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 |
|---|---|---|
FERGUSON WELLMAN CAPITAL MANAGEMENT10+ years Service code 28 · EIN 93-0646988 | Investment Management | $51,617 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $36,474 |
NORTHWEST ADMINISTRATORS, INC.10+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $29,995 |
TRUCKER HUSS3 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $23,086 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $13,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,441 | $62,177-57.5% | $81,370-67.5% | $74,478-64.5% |
| Participation rate | 18.3% | 64.1%-45.8pp | 69.5%-51.3pp | 67.2%-49.0pp |
| Annual return | 11.70% | 16.62%-4.9pp | 24.85%-13.1pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $1,415 | $1,881-24.8% | $2,464-42.6% | $2,626-46.1% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,885-100.0% | $4,350-100.0% |
| Admin fee / account holder | $603 | $1,927-68.7% | $5,749-89.5% | $1,946-69.0% |