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 |
|---|---|---|
TUCKMAN CAPITAL MGMT1+ years Filed as: TUKMAN CAPITAL MGMT INC. Service code 27 · EIN 95-2661270 | Advisory (Plan) | $106,667 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $102,012 |
SEGALL BRYANT & HAMILL1+ years Service code 28 · EIN 41-1788385 | Investment Management | $39,560 |
CALLAN ASSOCIATES1+ years Filed as: NWQ INVESTMENT MGMT CO. Service code 27 · EIN 04-3161887 | Advisory (Plan) | $32,544 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $31,827 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $28,690 |
BRANDES INVESTMENT PARTNERS1+ years Service code 28 · EIN 33-0090873 | Investment Management | $25,057 |
CALLAN ASSOCIATES1+ years Filed as: TRADEWINDS GLOBAL INVESTORS, LLC Service code 27 · EIN 02-0767178 | Advisory (Plan) | $19,411 |
ABRAMS & ASSOCIATES1+ years Service code 10 · EIN 94-3132243 | Accounting | $14,510 |
COMYNS, SMITH, MCCLEARY & DEAVER1+ years Filed as: COMYNS SMITH MCCLEARY & DEAVER, LLP Service code 10 · EIN 68-0307221 | Accounting | $10,407 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,755 | $50,106+33.2% | $69,779-4.3% | $57,658+15.8% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | 3.23% | 14.58%-11.4pp | 12.99%-9.8pp | 5.13%-1.9pp |
| Employer contribution / active EE | $1,153 | $1,739-33.7% | $2,338-50.7% | $1,974-41.6% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $422 | $89+373.1% | $4,381-90.4% | $95+346.4% |