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 |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD INSURANCE INC Service code 53 · EIN 65-0824483 | Insurance Commissions | $29,321 |
ATCHLEY & ASSOCIATES3+ years Service code 50 · EIN 74-2920819 | Direct Payment | $9,120 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,140 |
AB FUNDS1 year Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 13-6857277 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 01-0656226 | Indirect Investment Fees | $0 |
FIRST EAGLE1 year Service code 52 · EIN 13-3392291 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,131 | $60,545-5.6% | $92,240-38.1% | $69,631-18.0% |
| Participation rate | 99.0% | 72.2%+26.8pp | 76.5%+22.5pp | 70.7%+28.3pp |
| Annual return | 14.36% | 19.71%-5.4pp | 176.29%-161.9pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $1,909 | $2,633-27.5% | $3,680-48.1% | $2,032-6.1% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $46 | $145-68.2% | $5,194-99.1% | $110-58.3% |