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 | $25,045 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1771206 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1416752 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | 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 | $72,559 | $51,620+40.6% | $90,324-19.7% | $65,186+11.3% |
| Participation rate | 78.9% | 68.6%+10.3pp | 73.3%+5.7pp | 70.2%+8.7pp |
| Annual return | 24.36% | 24.94%-0.6pp | 78.15%-53.8pp | 29.39%-5.0pp |
| Employer contribution / active EE | $2,823 | $2,235+26.3% | $2,856-1.2% | $2,177+29.7% |
| Participant deferral / active EE | $5,134 | $2,871+78.9% | $3,885+32.1% | $3,514+46.1% |
| Admin fee / account holder | $128 | $384-66.6% | $5,356-97.6% | $847-84.8% |