Filed April 29, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,591 |
Filed as: FIDELITY INVESTMENTS INSTITUIONAL O Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $61,300 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 99 · EIN 44-0619208 | Other Fees | $0 |
AMERICAN FUNDS2 years Service code 99 PO BOX 6007 · INDIANAPOLIS, IN 46206 | Other Fees | $0 |
DAVIS2 years Filed as: DAVIS FUNDS Service code 99 PO BOX 8406 · BOSTON, MA 02266 | Other Fees | $0 |
EATON VANCE2 years Service code 99 PO BOX 9793 · PROVIDENCE, RI 02940 | Other Fees | $0 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN Service code 99 PO BOX 8480 · BOSTON, MA 02266 | Other Fees | $0 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES FUNDS Service code 99 PO BOX 219594 · KANSAS CITY, MO 64121 | Other Fees | $0 |
LORD ABBETT2 years Service code 99 · EIN 43-1581814 | Other Fees | $0 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 99 PO BOX 219024 · KANSAS CITY, MO 64121 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,970 | $105,173-59.1% | $87,103-50.7% | $77,775-44.8% |
| Participation rate | 58.2% | 85.8%-27.6pp | 76.9%-18.7pp | 73.2%-15.0pp |
| Annual return | 2.64% | 24.52%-21.9pp | 28.19%-25.6pp | 32.58%-29.9pp |
| Employer contribution / active EE | $2 | $2,890-99.9% | $2,521-99.9% | $2,504-99.9% |
| Participant deferral / active EE | $2,397 | $5,048-52.5% | $4,049-40.8% | $3,966-39.6% |
| Admin fee / account holder | $158 | $105+51.0% | $7,491-97.9% | $100+57.8% |