See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NUVEEN6+ years Filed as: NWQ INVESTMENTS Service code 28 · EIN 47-0875103 | Investment Management | $901,515 |
POLEN CAPITAL1 year Service code 28 1825 NW CORPORATE BLVD, SUITE 300 · BOCA RATON, FL 33431 | Investment Management | $411,291 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 28 150 AMADEN BLVD, SUITE 1375 · SAN JOSE, CA 95113 | Investment Management | $272,112 |
BENESYS, INC.6+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $201,635 |
DELEWARE FUNDS3 years Filed as: DELEWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $201,018 |
COLUMBIA5 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $184,511 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $172,516 |
RIDGEWORTH6+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 58-1022504 | Investment Management | $107,826 |
WHITESTAR ADVISORS, LLC6+ years Filed as: WHITESTAR ADVISORS LLC Service code 28 · EIN 03-0496641 | Investment Management | $82,500 |
KRAW LAW GROUP6+ years Service code 29 · EIN 77-0171216 | Legal | $68,554 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,606 | $81,719+147.9% | $101,248+100.1% | $90,288+124.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 13.79% | 337.64%-323.8pp | 46.47%-32.7pp | 53.97%-40.2pp |
| Employer contribution / active EE | $9,732 | $3,622+168.7% | $3,660+165.9% | $2,524+285.6% |
| Participant deferral / active EE | $5,976 | $3,310+80.6% | $4,370+36.8% | $4,232+41.2% |
| Admin fee / account holder | $940 | $162+480.8% | $5,945-84.2% | $114+724.4% |