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 |
|---|---|---|
LOOMIS SAYLES10+ years Service code 28 · EIN 04-3200030 2001 PENNSYLVANIA AVENUE, NW · WASHINGTON, DC 20006 | Investment Management | $38,386 |
ADP BROKER-DEALER5 years Filed as: ADP, INC Service code 49 PO BOX 842875 · BOSTON, MA 02284 | Other Services | $7,407 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $362,190-100.0% | $362,190-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 27.5%-27.5pp | 20.3%-20.3pp | 34.1%-34.1pp |
| Annual return | -101.32% | 77.19%-178.5pp | 64.23%-165.6pp | 13.02%-114.3pp |
| Employer contribution / active EE | $0 | $36,358-100.0% | $31,311-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $274-100.0% | $251-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $354,836-100.0% | $354,836-100.0% | $39,117-100.0% |