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 |
|---|---|---|
ASCENSUS LLC9 years Filed as: ASCENSUS Service code 50 200 DRYDEN ROAD · DRESHER, PA 19025 | Direct Payment | $10,922 |
TIAA10+ years Filed as: TIAA-CREF Service code 50 · EIN 13-1624203 | Direct Payment | $669 |
THE VANGUARD GROUP, INC.10+ years Service code 50 · EIN 23-1945930 | Direct Payment | $180 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 50 · EIN 04-2647786 | Direct Payment | $155 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,834 | $56,116-37.9% | $135,768-74.3% | $86,983-60.0% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 9.59% | 125.33%-115.7pp | 526.10%-516.5pp | 25.83%-16.2pp |
| Employer contribution / active EE | $1,675 | $1,528+9.6% | $3,394-50.7% | $2,584-35.2% |
| Participant deferral / active EE | $3,162 | $2,690+17.6% | $3,977-20.5% | $4,194-24.6% |
| Admin fee / account holder | $80 | $4,314-98.1% | $7,048-98.9% | $7,856-99.0% |