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 |
|---|---|---|
AMERICAN CENTURY1 year Filed as: 11ERICAN CENTURY Service code 52 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,877 | $51,288+55.7% | $81,982-2.6% | $73,412+8.8% |
| Participation rate | 52.9% | 64.0%-11.1pp | 69.3%-16.4pp | 72.2%-19.3pp |
| Annual return | 15.27% | 29.48%-14.2pp | 41.31%-26.0pp | 59.30%-44.0pp |
| Employer contribution / active EE | $1,505 | $1,487+1.2% | $2,498-39.8% | $2,234-32.6% |
| Participant deferral / active EE | $2,678 | $2,715-1.4% | $3,722-28.1% | $3,806-29.6% |
| Admin fee / account holder | $268 | $125+114.0% | $5,665-95.3% | $158+69.8% |