Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $200,893 |
OFI GLOBAL TRUST COMPANY2 years Service code 28 · EIN 13-3459790 | Investment Management | $28,084 |
SEI INVESTMENTS1 year Service code 28 · EIN 23-1707341 | Investment Management | $12,351 |
PFIZER INC1 year Service code 35 · EIN 13-5315170 | Direct payment from the plan; Employe... | $12,239 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $7,358 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,774 | $90,410+26.9% | $91,004+26.1% | $77,958+47.2% |
| Participation rate | 97.3% | 86.4%+10.9pp | 75.6%+21.7pp | 71.6%+25.6pp |
| Annual return | 14.71% | 21.34%-6.6pp | 4.60%+10.1pp | 20.87%-6.2pp |
| Employer contribution / active EE | $3,719 | $3,392+9.6% | $2,456+51.4% | $2,310+60.9% |
| Participant deferral / active EE | $7,443 | $4,816+54.6% | $3,548+109.8% | $3,537+110.5% |
| Admin fee / account holder | $61 | $79-22.6% | $5,417-98.9% | $97-37.3% |