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 | $32,545 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $32,000 |
UHY LLP2 years Filed as: UHY, LLC Service code 10 · EIN 20-0394403 | Accounting | $8,900 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-2236318 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 52-1842569 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 90-0342299 | 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 | $148,775 | $66,180+124.8% | $118,746+25.3% | $62,293+138.8% |
| Participation rate | 97.8% | 71.3%+26.5pp | 78.3%+19.5pp | 69.5%+28.3pp |
| Annual return | 13.79% | 60.89%-47.1pp | 24.54%-10.7pp | 28.90%-15.1pp |
| Employer contribution / active EE | $5,410 | $3,183+70.0% | $4,193+29.0% | $2,042+164.9% |
| Participant deferral / active EE | $5,350 | $4,247+26.0% | $5,332+0.3% | $3,169+68.8% |
| Admin fee / account holder | $158 | $753-79.0% | $10,720-98.5% | $479-67.0% |