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 |
|---|---|---|
Service code 28 · EIN 13-3089070 | Investment Management | $6,439 |
Service code 14 · EIN 81-0448832 | Plan Administrator | $5,793 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $5,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,656 | $58,726-59.7% | $92,240-74.4% | $62,293-62.0% |
| Participation rate | 41.9% | 68.3%-26.4pp | 76.5%-34.5pp | 69.5%-27.6pp |
| Annual return | 16.27% | 43.62%-27.3pp | 176.29%-160.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,470 | $2,766-46.8% | $3,897-62.3% | $3,169-53.6% |
| Admin fee / account holder | $172 | $556-69.1% | $5,194-96.7% | $479-64.1% |