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 52 · EIN 04-1590850 | Indirect Investment Fees | $40,807 |
LPL FINANCIAL3+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,333 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-2745039 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 48-1112076 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,692 | $46,173-22.7% | $170,435-79.1% | $69,631-48.7% |
| Participation rate | 80.6% | 63.9%+16.7pp | 83.6%-3.0pp | 70.7%+9.9pp |
| Annual return | 16.90% | 21.62%-4.7pp | 205.94%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $3,100 | $1,610+92.6% | $5,432-42.9% | $2,032+52.6% |
| Participant deferral / active EE | $1,559 | $2,080-25.1% | $4,939-68.4% | $3,224-51.6% |
| Admin fee / account holder | $82 | $116-29.3% | $13,881-99.4% | $110-25.8% |