See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NUVEEN8+ years Filed as: NWQ INVESTMENTS Service code 28 · EIN 47-0875103 | Investment Management | $1,224,879 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 | Investment Management | $540,388 |
COLUMBIA7 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $493,375 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $381,833 |
Filed as: RAYMOND JAMES FINANCIAL, INC. Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $260,649 |
BENESYS, INC.8+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $217,534 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $173,937 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $72,615 |
KRAW LAW GROUP8+ years Service code 29 · EIN 77-0171216 | Legal | $52,731 |
SMART SOURCE LLC1 year Service code 36 7270 MCGINNIS FERRY ROAD · SUWANEE, GA 30024 | Copying and duplicating; Direct payme... | $52,115 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,723 | $76,774+144.5% | $112,228+67.3% | $77,904+141.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -16.72% | -10.25%-6.5pp | 27.45%-44.2pp | 12.21%-28.9pp |
| Employer contribution / active EE | $12,604 | $3,977+216.9% | $3,635+246.8% | $2,848+342.6% |
| Participant deferral / active EE | $6,516 | $3,778+72.4% | $4,728+37.8% | $4,806+35.6% |
| Admin fee / account holder | $1,113 | $239+366.0% | $6,410-82.6% | $133+740.0% |