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 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $19,029 |
ALTA TRUST2 years Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,005 | $73,125+8.0% | $125,192-36.9% | $77,775+1.6% |
| Participation rate | 90.4% | 79.4%+10.9pp | 79.8%+10.6pp | 73.2%+17.1pp |
| Annual return | 19.69% | 24.71%-5.0pp | 43.79%-24.1pp | 32.58%-12.9pp |
| Employer contribution / active EE | $2,393 | $2,413-0.8% | $3,866-38.1% | $2,504-4.4% |
| Participant deferral / active EE | $4,029 | $3,966+1.6% | $4,937-18.4% | $3,966+1.6% |
| Admin fee / account holder | $17 | $89-81.1% | $9,704-99.8% | $100-83.1% |