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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST Service code 50 · EIN 04-1590850 | Direct Payment | $56,419 |
MEKETA INVESTMENT GROUP4+ years Filed as: MEKETA INVESTMENT GROUP, INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $30,000 |
BLITMAN & KING4+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $24,650 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $24,000 |
Filed as: DREYFUS Service code 52 | Indirect Investment Fees | $0 |
HARBOR1 year Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,373 | $82,546-39.0% | $140,019-64.0% | $75,289-33.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -4.56% | -0.36%-4.2pp | 651.17%-655.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $2,678 | $3,856-30.6% | $5,605-52.2% | $2,405+11.3% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $202 | $86+135.3% | $10,705-98.1% | $102+97.3% |