See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $9,015 |
Filed as: CAUSEWAY Service code 52 · EIN 95-4861680 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 51-0082711 | Indirect Investment Fees | $0 |
VICTORY4 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,836 | $52,670-11.1% | $90,404-48.2% | $73,409-36.2% |
| Participation rate | 62.6% | 67.7%-5.1pp | 72.7%-10.1pp | 72.2%-9.6pp |
| Annual return | 18.74% | 20.70%-2.0pp | 1293.02%-1274.3pp | 59.29%-40.6pp |
| Employer contribution / active EE | $1,180 | $1,872-36.9% | $3,262-63.8% | $2,234-47.2% |
| Participant deferral / active EE | $2,040 | $2,807-27.3% | $3,963-48.5% | $3,805-46.4% |
| Admin fee / account holder | $19 | $117-83.7% | $5,611-99.7% | $158-88.0% |