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 |
|---|---|---|
TIAA3 years Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Custodial (securities); Participant l... | $63,496 |
Filed as: MERRILL LYNCH PFS INCORPORATED Service code 27 · EIN 13-5674085 | Advisory (Plan) | $33,750 |
INVESCO6 years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $270 |
AMERICAN FUNDS10+ years Service code 50 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Direct Payment | $260 |
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MASSACHUSETTS FINANCIAL SVC. CO. Service code 50 · EIN 04-2747644 | Direct Payment | $75 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,506 | $93,351-39.5% | $62,929-10.2% | $79,634-29.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 73.1%+26.9pp | 62.5%+37.5pp |
| Annual return | 11.03% | 14.37%-3.3pp | 1063.93%-1052.9pp | 36.46%-25.4pp |
| Employer contribution / active EE | $1,220 | $3,135-61.1% | $2,505-51.3% | $2,529-51.7% |
| Participant deferral / active EE | $2,293 | $3,921-41.5% | $3,888-41.0% | $3,835-40.2% |
| Admin fee / account holder | $109 | $229-52.3% | $5,065-97.8% | $1,002-89.1% |