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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $34,073 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $7,325 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,091 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DWS FUNDS1 year Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
LORD ABBETT1 year Service code 52 · EIN 13-3731507 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,641 | $78,419-59.7% | $133,971-76.4% | $73,412-56.9% |
| Participation rate | 95.5% | 78.6%+16.9pp | 79.8%+15.7pp | 72.2%+23.3pp |
| Annual return | 18.24% | 33.35%-15.1pp | 45.09%-26.9pp | 59.30%-41.1pp |
| Employer contribution / active EE | $2,586 | $2,044+26.5% | $3,919-34.0% | $2,234+15.8% |
| Participant deferral / active EE | $4,377 | $3,925+11.5% | $5,047-13.3% | $3,806+15.0% |
| Admin fee / account holder | $97 | $161-39.6% | $8,929-98.9% | $158-38.3% |