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 | $16,611 |
Service code 27 · EIN 47-5476782 | Advisory (Plan) | $5,353 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE HARTFORD1 year Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,990 | $31,679-62.2% | $74,723-84.0% | $65,186-81.6% |
| Participation rate | 92.6% | 40.4%+52.3pp | 54.5%+38.2pp | 70.2%+22.4pp |
| Annual return | 10.81% | 39.04%-28.2pp | 753.18%-742.4pp | 29.39%-18.6pp |
| Employer contribution / active EE | $327 | $566-42.3% | $1,084-69.9% | $2,177-85.0% |
| Participant deferral / active EE | $918 | $1,191-22.9% | $1,962-53.2% | $3,514-73.9% |
| Admin fee / account holder | $114 | $379-70.0% | $3,335-96.6% | $847-86.6% |