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 | $46,362 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 39-1897480 | Advisory (Plan) | $21,942 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
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 |
COMERICA BANK1 year Filed as: COMERICA BANK AND TRUST Service code 52 · EIN 47-6658632 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 94-3025603 | 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 | $98,121 | $63,314+55.0% | $91,004+7.8% | $62,293+57.5% |
| Participation rate | 88.3% | 73.3%+14.9pp | 75.6%+12.7pp | 69.5%+18.7pp |
| Annual return | 17.16% | 21.00%-3.8pp | 4.60%+12.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $4,960 | $1,807+174.4% | $2,456+102.0% | $2,042+142.8% |
| Participant deferral / active EE | $7,634 | $2,944+159.4% | $3,548+115.2% | $3,169+140.9% |
| Admin fee / account holder | $185 | $468-60.3% | $5,417-96.6% | $479-61.3% |