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 |
|---|---|---|
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $135 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
LEGGMASSON FUNDS1 year Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LOOMIS SAYLES2 years Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | Investment Management | $0 |
MET WEST FUNDS2 years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
OAKMARK4 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER2 years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048 | Investment Management | $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 | $246,959 | $89,652+175.5% | $141,197+74.9% | $65,186+278.9% |
| Participation rate | 95.2% | 74.7%+20.5pp | 82.5%+12.7pp | 70.2%+25.0pp |
| Annual return | 24.58% | 32.79%-8.2pp | 71.41%-46.8pp | 29.39%-4.8pp |
| Employer contribution / active EE | $1,588 | $3,065-48.2% | $4,736-66.5% | $2,177-27.1% |
| Participant deferral / active EE | $11,021 | $5,691+93.7% | $6,710+64.2% | $3,514+213.6% |
| Admin fee / account holder | $1 | $569-99.9% | $10,265-100.0% | $847-99.9% |