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: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $23,950 |
Filed as: REA & ASSOCIATES, INC Service code 10 · EIN 34-1310124 | Accounting | $20,430 |
Service code 49 · EIN 04-1590850 | Other Services | $5,717 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
INVESCO2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
LEGG MASON4 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,652 | $111,608-25.9% | $177,848-53.5% | $73,412+12.6% |
| Participation rate | 93.6% | 87.9%+5.8pp | 87.7%+5.9pp | 72.2%+21.4pp |
| Annual return | 16.70% | 18.23%-1.5pp | 48.33%-31.6pp | 59.30%-42.6pp |
| Employer contribution / active EE | $3,678 | $3,796-3.1% | $5,919-37.9% | $2,234+64.7% |
| Participant deferral / active EE | $3,093 | $6,199-50.1% | $7,714-59.9% | $3,806-18.7% |
| Admin fee / account holder | $10 | $166-94.2% | $12,431-99.9% | $158-93.9% |