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 |
|---|---|---|
Filed as: MET WEST Service code 28 · EIN 95-4597302 | Investment Management | $930 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931 | Recordkeeping | $930 |
FRANKLIN TEMPLETON3+ years Filed as: FRANKLIN Service code 28 · EIN 13-2670991 | Investment Management | $0 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 | Investment Management | $0 |
OAKMARK2 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER3+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
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 | $231,549 | $85,766+170.0% | $136,298+69.9% | $70,126+230.2% |
| Participation rate | 88.7% | 74.2%+14.5pp | 81.9%+6.7pp | 69.5%+19.1pp |
| Annual return | 19.29% | 31.46%-12.2pp | 5156.27%-5137.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $1,330 | $2,966-55.1% | $4,696-71.7% | $2,343-43.2% |
| Participant deferral / active EE | $11,444 | $5,051+126.6% | $6,247+83.2% | $3,332+243.5% |
| Admin fee / account holder | $6 | $5,421-99.9% | $9,244-99.9% | $4,645-99.9% |