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 28 · EIN 93-0646988 | Investment Management | $49,510 |
MILLER NASH GRAHAM & DUNN LLP4+ years Service code 29 · EIN 93-0410518 | Legal | $41,135 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $34,904 |
NORTHWEST ADMINISTRATORS, INC.4+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $25,980 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $9,500 |
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.)
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 | $17,635 | $48,261-63.5% | $68,612-74.3% | $55,725-68.4% |
| Participation rate | 0.0% | 71.0%-71.0pp | 72.2%-72.2pp | 70.9%-70.9pp |
| Annual return | -6.51% | -2.61%-3.9pp | -4.63%-1.9pp | 244.93%-251.4pp |
| Employer contribution / active EE | $1,057 | $1,742-39.3% | $2,625-59.7% | $2,078-49.1% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $3,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $498 | $126+294.5% | $5,131-90.3% | $115+332.1% |