Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
BLACKROCK2+ years Service code 28 55 EAST 52ND STREET · NEW YORK, NY 10055 | Investment Management | $0 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 PO BOX 06050 · CHICAGO, IL 60606 | Investment Management | $0 |
LEGG MASON2+ years Service code 28 PO BOX 9699 · PROVIDENCE, RI 02940 | Investment Management | $0 |
Filed as: PRUDENTIAL MUTUAL FUND SERVCIES LLC Service code 28 PO BOX 9658 · PROVIDENCE, RI 02940 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Service code 15 | Recordkeeping | $0 |
TIAA2+ years Filed as: TIAA FINANCIAL SERVICES Service code 28 211 N BROADWAY · SAINT LOUIS, MO 63102 | Investment Management | $0 |
VANECK2+ years Service code 28 666 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,313 | $58,888-62.1% | $178,499-87.5% | $73,493-69.6% |
| Participation rate | 35.7% | 66.2%-30.5pp | 81.9%-46.2pp | 70.7%-35.0pp |
| Annual return | 25.20% | 24.86%+0.3pp | 151.10%-125.9pp | 28.51%-3.3pp |
| Employer contribution / active EE | $573 | $2,236-74.4% | $5,011-88.6% | $2,270-74.8% |
| Participant deferral / active EE | $3,230 | $2,568+25.8% | $5,202-37.9% | $3,740-13.6% |
| Admin fee / account holder | $54 | $400-86.6% | $13,986-99.6% | $513-89.5% |