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 CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 P.O. BOX 419786 · KANSAS CITY, MO 64141 | Investment Management | $0 |
Filed as: DEUTSCHE ASSET MANAGEMENT Service code 28 P.O. BOX 219151 · KANSAS CITY, MO 641219151 | Investment Management | $0 |
FEDERATED2 years Filed as: FEDERATED INVESTORS Service code 28 P.O. BOX 8600 · BOSTON, MA 02266 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH Service code 28 P.O. BOX 770001 · CINCINNATI, OH 45277 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLIN/TEMPLETON Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Investment Management | $0 |
INVESCO2 years Service code 28 P.O. BOX 4739 · HOUSTON, TX 77210 | Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN ASSET MANAGEMENT Service code 28 P.O. BOX 419784 · KANSAS CITY, MO 64141 | Investment Management | $0 |
PIMCO FUNDS2 years Filed as: PIMCO VARIABLE INSURANCE TRUST Service code 28 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $0 |
PIONEER2 years Filed as: PIONEER FUNDS DISTRIBUTORS, INC. Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $0 |
Service code 13 · EIN 91-0742147 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,222 | $54,541-39.1% | $78,778-57.8% | $70,124-52.6% |
| Participation rate | 57.9% | 60.8%-2.9pp | 69.2%-11.3pp | 69.5%-11.6pp |
| Annual return | 12.00% | 21.07%-9.1pp | 35.62%-23.6pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,121 | $1,089+2.9% | $1,986-43.6% | $2,342-52.2% |
| Participant deferral / active EE | $3,249 | $2,210+47.0% | $2,958+9.8% | $3,332-2.5% |
| Admin fee / account holder | $23 | $3,709-99.4% | $5,134-99.5% | $4,645-99.5% |