See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST TRUST COMPANY (EMPOWER) Service code 15 · EIN 84-1455663 | Recordkeeping | $39,671 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $34,678 |
PGIM INVESTMENTS2 years Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $19,010 |
DOUBLELINE CAPITAL LP6 years Service code 28 · EIN 30-0596331 | Investment Management | $18,750 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $12,973 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $10,350 |
THE BANK OF NEW YORK MELLON3 years Service code 25 · EIN 13-5160382 | Directed Trustee | $6,419 |
3M COMPANY9+ years Service code 14 · EIN 41-0417775 | Plan Administrator | $6,096 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $182 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,458 | $104,697+5.5% | $96,544+14.4% | $80,160+37.8% |
| Participation rate | 98.4% | 86.4%+12.1pp | 76.0%+22.5pp | 72.9%+25.5pp |
| Annual return | 14.08% | 21.78%-7.7pp | 25.84%-11.8pp | 40.38%-26.3pp |
| Employer contribution / active EE | $2,829 | $3,536-20.0% | $2,965-4.6% | $2,978-5.0% |
| Participant deferral / active EE | $6,964 | $6,188+12.5% | $4,851+43.6% | $5,017+38.8% |
| Admin fee / account holder | $61 | $107-42.7% | $8,252-99.3% | $145-57.8% |