Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER2+ years Filed as: OPPENHEIMER FUNDS Service code 28 12100 E. ILIFF AVE. · AURORA, CO 80014 | Investment Management | $48,362 |
AMERICAN FUNDS2+ years Service code 28 · EIN 95-6817943 | Investment Management | $46,060 |
SECURITY ADMINISTRATORS, INC.2+ years Service code 11 · EIN 16-1209645 | Actuarial | $36,660 |
RIDGEWORTH2+ years Filed as: VIRTUS INVESTMENT PARTNERS Service code 28 C/O STATE STREET BANK AND TRUST CO. · BOSTONQ, MA 022668301 | Investment Management | $19,486 |
PIONEER2+ years Filed as: PIONEER FUNDS Service code 28 60 STATE ST. · BOSTON, MA 02109 | Investment Management | $18,326 |
DWS FUNDS2+ years Service code 28 210 WEST 10TH STREET · KANSAS CITY, MO 641051614 | Investment Management | $14,272 |
GROOM LAW GROUP2+ years Filed as: GROOM LAW FIRM Service code 29 1701 PENNSYLVANIA AVE., N.W. · WASHINGTON, DC 200065811 | Legal | $12,297 |
COMMUNITY BANK, NA2+ years Filed as: COMMUNITY BANK Service code 13 · EIN 15-0436580 | Contract Administrator | $8,608 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 1.91% | 45.66%-43.8pp | 5.00%-3.1pp | 11.88%-10.0pp |
| Employer contribution / active EE | $0 | $9,637-100.0% | $35,918-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |