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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $215,047 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN WEST CAPITAL MGMT, LLC Service code 28 · EIN 95-4766779 | Investment Management | $138,475 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT LLC Service code 51 · EIN 46-1057753 | Investment Mgmt Fees | $66,327 |
WEDGEWOOD PARTNERS INC1+ years Filed as: WEDGEWOOD PARTNERS FOCUSED GROWTH Service code 28 · EIN 43-1468106 | Investment Management | $47,552 |
RIVERBRIDGE PARTNERS1+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 28 · EIN 41-1930193 | Investment Management | $39,439 |
BAKER & MCKENZIE LLP1+ years Filed as: BAKER & MCKENZIE Service code 29 · EIN 36-2137456 | Legal | $35,207 |
ENERGY INCOME PARTNERS1+ years Service code 28 49 RIVERSIDE AVENUE · WESTPORT, CT 06880 | Investment Management | $31,460 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $24,831 |
NATIXIS ADVISORS LP1+ years Filed as: NATIXIS GLOBAL ASSET MANAGEMENT Service code 27 · EIN 04-3274056 | Advisory (Plan) | $15,958 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN, LP Service code 28 · EIN 13-4064930 | Investment Management | $12,032 |
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 | $52,730 | $54,392-3.1% | $84,753-37.8% | $63,975-17.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -1.06% | 611.38%-612.4pp | 22.78%-23.8pp | 48.65%-49.7pp |
| Employer contribution / active EE | $4,318 | $2,943+46.7% | $3,574+20.8% | $2,182+97.9% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $380 | $136+180.0% | $5,333-92.9% | $70+439.9% |