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 |
|---|---|---|
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $338,996 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $35,137 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $33,978 |
Filed as: KRAVITZ, INC. Service code 15 · EIN 95-3207191 | Recordkeeping | $28,113 |
Annual investment return 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 | $75,026 | $88,730-15.4% | $82,312-8.9% | $77,958-3.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 76.9%+23.1pp | 71.6%+28.4pp |
| Annual return | 11.81% | 20.88%-9.1pp | 25.88%-14.1pp | 20.87%-9.1pp |
| Employer contribution / active EE | $6,605 | $2,758+139.5% | $2,428+172.0% | $2,310+185.9% |
| Participant deferral / active EE | $0 | $4,634-100.0% | $3,706-100.0% | $3,537-100.0% |
| Admin fee / account holder | $118 | $74+59.2% | $5,608-97.9% | $97+20.9% |