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 |
|---|---|---|
DO NOT MAIL1 year Service code 28 30 BRAINTREE HILL PARK STE 400 · BRAINTREE, MA 021848751 | Investment Management | $10,257 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 PO BOX 896952 · CHARLOTTE, NC 282896952 | Investment Management | $6,815 |
Filed as: CAPTRUST Service code 28 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Investment Management | $6,667 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTEMENTS Service code 28 · EIN 44-0619208 | Investment Management | $0 |
AMERICAN CENTURY11+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 | Investment Management | $0 |
COLUMBIA11+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX11+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
JP MORGANFUNDS1 year Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT6 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS11+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,561 | $58,627+390.5% | $76,735+274.7% | $82,448+248.8% |
| Participation rate | 73.6% | 63.2%+10.4pp | 69.5%+4.1pp | 68.1%+5.5pp |
| Annual return | 13.08% | 39.10%-26.0pp | 29.77%-16.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,922 | $1,729+11.1% | $2,454-21.7% | $2,551-24.7% |
| Participant deferral / active EE | $6,727 | $3,134+114.7% | $4,088+64.6% | $4,139+62.5% |
| Admin fee / account holder | $23 | $5,323-99.6% | $7,189-99.7% | $7,234-99.7% |