Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $26,439 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FIN SVCS INC Service code 53 · EIN 41-0944586 | Insurance Commissions | $21,782 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
DWS FUNDS2 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-6039283 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $52,273 | $54,237-3.6% | $90,304-42.1% | $67,579-22.6% |
| Participation rate | 52.3% | 68.6%-16.3pp | 73.3%-21.0pp | 71.3%-19.0pp |
| Annual return | 98.68% | 37.27%+61.4pp | 78.13%+20.5pp | 378.56%-279.9pp |
| Employer contribution / active EE | $1,456 | $1,846-21.1% | $2,855-49.0% | $2,148-32.2% |
| Participant deferral / active EE | $2,916 | $2,625+11.1% | $3,885-25.0% | $3,539-17.6% |
| Admin fee / account holder | $103 | $123-16.3% | $5,354-98.1% | $142-27.4% |