Filed May 6, 2017
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 |
|---|---|---|
AMERICAN CENTURY7 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,113 | $55,932+77.2% | $76,735+29.2% | $67,986+45.8% |
| Participation rate | 100.0% | 50.8%+49.2pp | 69.5%+30.5pp | 57.2%+42.8pp |
| Annual return | 16.52% | 23.10%-6.6pp | 29.77%-13.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $2,117 | $1,487+42.4% | $2,454-13.7% | $2,019+4.9% |
| Participant deferral / active EE | $4,262 | $2,558+66.6% | $4,088+4.2% | $3,358+26.9% |
| Admin fee / account holder | $50 | $4,907-99.0% | $7,189-99.3% | $3,203-98.4% |