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 |
|---|---|---|
BB&T2 years Filed as: BB&T INSTIT INVEST ADVISOR INC Service code 27 · EIN 57-0956597 | Advisory (Plan) | $21,571 |
CONRAD SIEGEL3+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $7,376 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $5,282 |
BLACKROCK3+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON3+ years Filed as: DREYFUS CORPORATION Service code 28 144 GLENN CURTISS BLVD · UNIONDALE, NY 115560144 | Investment Management | $0 |
Filed as: FIDELITY SELECTCO, LLC Service code 28 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $0 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $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 | $107,767 | $80,753+33.5% | $136,298-20.9% | $62,293+73.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.05% | 35.83%-18.8pp | 5156.27%-5139.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $7,231 | $2,884+150.7% | $4,696+54.0% | $2,042+254.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $237 | $525-54.9% | $9,244-97.4% | $479-50.6% |