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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METROPOLITIAN LIFE INSURANCE CO Service code 23 · EIN 13-5581829 | Insurance services; Direct payment fr... | $236,068 |
I.E. SHAFFER & CO.7 years Filed as: I.E. SHAFFER Service code 13 · EIN 22-1750854 | Contract Administrator | $145,826 |
Service code 29 · EIN 22-2353673 | Legal | $38,467 |
MSPC8+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $36,917 |
PFM ADVISORS8+ years Service code 27 · EIN 22-2393763 | Advisory (Plan) | $30,000 |
ALLSPRING1 year Filed as: ALLSPRING FUNDS MANAGEMENT, LLC Service code 28 1415 VANTAGE PARK DRIVE, 3RD FLOOR · CHARLOTTE, NC 28203 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 94-2948313 | Investment Management | $0 |
DODGE & COX2 years Service code 28 · EIN 25-6201104 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 28 · EIN 06-1220435 | Investment Management | $0 |
Filed as: FMR CO, INC (FMRC) Service code 28 · EIN 04-3472540 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,639 | $106,236+21.1% | $112,270+14.6% | $64,829+98.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -10.59% | -6.02%-4.6pp | 27.49%-38.1pp | 32.85%-43.4pp |
| Employer contribution / active EE | $13,916 | $3,167+339.5% | $3,635+282.8% | $2,507+455.0% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,312-100.0% |
| Admin fee / account holder | $151 | $452-66.6% | $6,411-97.6% | $188-19.7% |