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 INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,674 |
ARTISAN PARTNERS1+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
FID INV INST OPS CO1+ years Filed as: FID SPARTAN TOTAL MKT INDEX I Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY SPARTAN INTL INDEX Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
JANUS HENDERSON1+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES STRATEGIC IN A Service code 28 · EIN 04-3200030 | Investment Management | $0 |
OAKMARK1+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER1+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS1+ 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 | $132,755 | $54,320+144.4% | $67,653+96.2% | $52,331+153.7% |
| Participation rate | 84.4% | 73.6%+10.8pp | 75.7%+8.8pp | 68.1%+16.3pp |
| Annual return | 3.44% | 6.81%-3.4pp | 6625.22%-6621.8pp | 4.54%-1.1pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $8,402 | $2,950+184.8% | $3,560+136.0% | $3,022+178.0% |
| Admin fee / account holder | $11 | $527-98.0% | $4,821-99.8% | $592-98.2% |