See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
SILICON VALLEY BANK1 year Service code 28 | Investment Management | $1,377,539 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 26 · EIN 20-1665305 | Advisory (Participants) | $648,937 |
BOSTON PARTNERS1 year Service code 28 | Investment Management | $610,894 |
Filed as: STANDISH MELLON ASSET MANAGEMENT LL Service code 26 · EIN 25-1890416 | Advisory (Participants) | $400,565 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $311,288 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $305,669 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN Service code 26 · EIN 41-1803291 | Advisory (Participants) | $151,694 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $130,163 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY DW INC. Service code 50 | Direct Payment | $107,337 |
SIGNATURE ESTATE & INVESTMENT2+ years Service code 26 · EIN 95-4806910 | Advisory (Participants) | $69,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $531,390 | $43,110+1132.6% | $156,549+239.4% | $65,292+713.9% |
| Participation rate | 63.4% | 69.3%-6.0pp | 84.0%-20.7pp | 72.4%-9.1pp |
| Annual return | 8.35% | 11.24%-2.9pp | 32.23%-23.9pp | 11.84%-3.5pp |
| Employer contribution / active EE | $20,842 | $1,702+1124.6% | $5,501+278.9% | $2,302+805.5% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $522 | $47+1004.6% | $13,027-96.0% | $57+809.6% |