Powered by OnlyBoth
Go »
A sentence is worth 1,000 data.®
 Plans » Benchmarking Engine   

What's best in class on total administrative expense per participant?

43 out of 58 results Switch Audience |
|
 Share on Twitter
 
 Share on LinkedIn
 
 Share on Facebook
 OR 

To
Your name
Your email
Add a note
Send Email Cancel
  |

 

Profit Sharing Plan for Employees of AllianceBernstein L.P. in Nashville, TN has the lowest total administrative expense per participant ($0.00) among the 20 plans most similar to Stifel Financial Profit Sharing 401(K) Plan in St. Louis, MO (with $101.01) that likewise whose economic sector is Finance and Insurance.

Next with $0.02 is Empower Retirement, LLC 401(K) Savings Plan in Greenwood Village, CO.

Stifel Financial Profit Sharing 401(K) Plan is 97th best among the 124 plans with actual values and whose economic sector is Finance and Insurance, which range from a best of -$104.77 (FM Global 401(K) Savings Plan in Johnston, RI) to a worst of $796.28 (Pentegra Defined Contribution Plan for Financial Institutions in White Plains, NY), with an average of $78.80 and standard deviation of $99.30.

Among all 828 plans with actual values, the nationwide average is $85.27 and median is $60.64.

Most-Similar 401(k) Plans (ranked by similarity to Stifel Financial Profit Sharing 401(K) Plan in St. Louis, MO)

  1. RBC- U.S.A. Retirement and Savings Plan in Minneapolis, MN ($44.66)
  2. Raymond James Financial, Inc. 401(K) Plan in St Petersburg, FL ($35.51)
  3. The Principal Select Savings Plan in Des Moines, IA ($96.41)
  4. Arthur J. Gallagher & Co. Employees Savings & Thrift Plan in Rolling Meadows, IL ($48.04)
  5. Mastercard Savings Plan in Purchase, NY ($82.56)
  6. Ally Financial Inc. Retirement Savings Plan in Detroit, MI ($53.33)
  7. ISO 401(K) Savings and Employee Stock Ownership Plan in Jersey City, NJ ($82.21)
  8. Allianz Asset Accumulation Plan in Minneapolis, MN ($208.03)
  9. Sentry 401k Plan in Stevens Point, WI ($21.00)
  10. Empower Retirement, LLC 401(K) Savings Plan in Greenwood Village, CO ($0.02)
  11. Profit Sharing Plan for Employees of AllianceBernstein L.P. in Nashville, TN ($0.00)
  12. City National Bank Profit Sharing Plan in Los Angeles, CA ($78.86)
  13. Experian Personal Investment Plan in Costa Mesa, CA ($43.65)
  14. SVB Financial Group 401(K) and Employee Stock Ownership Plan in Menlo Park, CA ($42.89)
  15. Blue Cross and Blue Shield of North Carolina 401(K) Plan in Durham, NC ($71.67)
  16. TIAA Code Section 401(K) Plan in New York, NY ($3.64)
  17. Invesco 401(K) Plan in Atlanta, GA ($31.59)
  18. Profit Participation Plan of Moody's Corporation in New York, NY ($94.93)
  19. First Republic Bank 401(K) Plan in Dallas, TX ($8.79)
  20. HUB International Limited 401(K) Savings Plan in Chicago, IL ($53.78)
Similarity calculations take into account all data attributes.

References

  1. total administrative expense per participant. Lower values are better. Total administrative expense per participant is a ratio that equals total administrative expenses (Line 2i(5), Schedule H) divided by total participants, i.e. the sum of active, retired, separated participants who are still living, and deceased participants whose beneficiaries receive or are entitled to benefits (Line 6f of Form 5500). To qualify for total administrative expense per participant, the number of total assets must be at least $50,000. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.


Your feedback, please.

Profit Sharing Plan for Employees of AllianceBernstein L.P. in Nashville, TN has the lowest total administrative expense per participant ($0.00) among the 20 plans most similar to Stifel Financial Profit Sharing 401(K) Plan in St. Louis, MO (with $101.01) that likewise whose economic sector is Finance and Insurance.
How was this insight?
How are we doing? Where could we improve?

How do you feel right now?
(Optional) Please include an e-mail address to contact with any clarifications.

Send Cancel
product tour