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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $403,898 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $128,454 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 28 270 PARK AVE · NEW YORK CITY, NY 11001 | Investment Management | $111,898 |
RIVERBRIDGE PARTNERS6+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 28 · EIN 41-1930193 | Investment Management | $71,783 |
BAKER & MCKENZIE LLP6+ years Filed as: BAKER & MCKENZIE Service code 29 · EIN 36-2137456 | Legal | $69,022 |
ENERGY INCOME PARTNERS6+ years Service code 28 49 RIVERSIDE AVENUE · WESTPORT, CT 06880 | Investment Management | $57,705 |
Filed as: SILVERCREST Service code 28 1330 POST OAK BLVD SUITE 900 · HOUSTON, TX 77056 | Investment Management | $40,699 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $39,139 |
POLEN CAPITAL6+ years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $34,238 |
RIDGEWORTH5 years Filed as: KAYNE ANDERSON Service code 28 1800 AVENUE OF THE STARS 3RD FLOOR · LOS ANGELES, CA 90067 | Investment Management | $34,074 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,752 | $88,770+1.1% | $109,191-17.8% | $93,010-3.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 25.78% | 60.64%-34.9pp | 25.76%0pp | 158.70%-132.9pp |
| Employer contribution / active EE | $5,624 | $3,780+48.8% | $3,723+51.1% | $2,705+107.9% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $575 | $172+233.5% | $6,756-91.5% | $152+278.9% |