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 | $52,353-33.5% | $120,225-71.0% | $82,448-57.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 9.59% | 61.85%-52.3pp | 439.23%-429.6pp | 41.64%-32.0pp |
| Employer contribution / active EE | $1,675 | $1,510+10.9% | $3,475-51.8% | $2,551-34.3% |
| Participant deferral / active EE | $3,162 | $2,627+20.4% | $3,999-20.9% | $4,139-23.6% |
| Admin fee / account holder | $80 | $4,363-98.2% | $5,696-98.6% | $7,234-98.9% |