Filed December 16, 2019
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 52 · EIN 04-1590850 | Indirect Investment Fees | $153,417 |
Filed as: MERRILL LYNCH PIERCE, FENNER AND SM Service code 27 · EIN 13-5674085 | Advisory (Plan) | $52,354 |
KRAFT CPAS, PLLC1 year Filed as: KRAFTCPAS'S PLLC Service code 10 · EIN 62-0713250 | Accounting | $9,600 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 84-0512589 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 52-1200960 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $33,636 | $43,717-23.1% | $81,473-58.7% | $77,958-56.9% |
| Participation rate | 26.6% | 42.5%-15.9pp | 68.0%-41.4pp | 71.6%-45.1pp |
| Annual return | 26.11% | 23.83%+2.3pp | 38.78%-12.7pp | 20.87%+5.2pp |
| Employer contribution / active EE | $0 | $919-100.0% | $2,568-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,923 | $1,783+7.9% | $3,537-45.6% | $3,537-45.6% |
| Admin fee / account holder | $176 | $108+62.8% | $4,561-96.1% | $97+80.3% |