Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $215,569 |
SEGALL BRYANT & HAMILL3+ years Service code 27 · EIN 41-1788385 | Advisory (Plan) | $64,145 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD GLOBAL EQUITY Service code 27 · EIN 05-0530199 | Advisory (Plan) | $56,961 |
NWQ INVESTMENT CO.3+ years Service code 27 · EIN 04-3161887 | Advisory (Plan) | $45,850 |
BRANDES INVESTMENT PARTNERS3+ years Service code 27 · EIN 33-0090873 | Advisory (Plan) | $43,755 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $37,976 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $37,272 |
ABRAMS & ASSOCIATES3+ years Service code 10 · EIN 94-3132243 | Accounting | $15,945 |
COMYNS, SMITH, MCCLEARY & DEAVER3+ years Filed as: COMYNS,SMITH,MCCLEARY & DEAVER, LLP Service code 10 · EIN 68-0307221 | Accounting | $13,077 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,837 | $48,261+160.7% | $68,612+83.4% | $55,725+125.8% |
| Participation rate | 100.0% | 71.0%+29.0pp | 72.2%+27.8pp | 70.9%+29.1pp |
| Annual return | 1.51% | -2.61%+4.1pp | -4.63%+6.1pp | 244.93%-243.4pp |
| Employer contribution / active EE | $4,141 | $1,742+137.7% | $2,625+57.8% | $2,078+99.3% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $3,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $673 | $126+433.5% | $5,131-86.9% | $115+484.4% |