Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 74-2794194 | Insurance Commissions | $42,328 |
Service code 16 · EIN 20-8874282 | Consulting | $7,635 |
Service code 49 · EIN 04-1590850 | Other Services | $6,738 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
CALVERT4 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,380 | $52,293+7.8% | $178,503-68.4% | $73,412-23.2% |
| Participation rate | 82.2% | 65.3%+16.9pp | 81.9%+0.3pp | 72.2%+10.0pp |
| Annual return | 19.84% | 34.75%-14.9pp | 151.12%-131.3pp | 59.30%-39.5pp |
| Employer contribution / active EE | $1,631 | $1,736-6.1% | $5,011-67.5% | $2,234-27.0% |
| Participant deferral / active EE | $2,652 | $2,333+13.7% | $5,202-49.0% | $3,806-30.3% |
| Admin fee / account holder | $11 | $127-91.4% | $13,987-99.9% | $158-93.1% |