See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9 years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $22,863 |
AMERICAN REALTY ADVISORS9 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN UNITED LIFE INSURANCE CO11+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
COHEN & STEERS9 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS9 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD9 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: METROPOLITAN WEST FUNDS Service code 28 · EIN 95-4597302 | Investment Management | $0 |
OPPENHEIMER9 years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,922 | $49,915-40.1% | $154,803-80.7% | $74,304-59.7% |
| Participation rate | 90.5% | 54.0%+36.6pp | 78.1%+12.4pp | 60.3%+30.2pp |
| Annual return | 10.01% | 34.06%-24.0pp | 58.88%-48.9pp | 29.43%-19.4pp |
| Employer contribution / active EE | $1,742 | $1,611+8.1% | $4,305-59.5% | $2,241-22.3% |
| Participant deferral / active EE | $3,079 | $2,255+36.6% | $5,540-44.4% | $3,767-18.3% |
| Admin fee / account holder | $123 | $2,189-94.4% | $14,329-99.1% | $2,969-95.9% |