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 |
|---|---|---|
LPA INSURANCE AGENCY INC3 years Service code 53 · EIN 68-0417308 | Insurance Commissions | $21,443 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,937 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE HARTFORD3 years Service code 52 · EIN 13-3317783 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,537 | $60,795-25.1% | $69,483-34.5% | $65,186-30.1% |
| Participation rate | 99.3% | 74.9%+24.5pp | 74.6%+24.7pp | 70.2%+29.1pp |
| Annual return | 19.86% | 17.46%+2.4pp | 28.99%-9.1pp | 29.39%-9.5pp |
| Employer contribution / active EE | $27 | $2,452-98.9% | $2,780-99.0% | $2,177-98.8% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,537-100.0% | $3,514-100.0% |
| Admin fee / account holder | $60 | $314-80.8% | $3,841-98.4% | $847-92.9% |