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 |
|---|---|---|
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES ADV LLC Service code 26 22232 17TH AVE SE · BOTHELL, WA 980217411 | Advisory (Participants) | $43,472 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 26 2727 HOLLYCROFT, STE 330 · GIG HARBOR, WA 98335 | Advisory (Participants) | $23,786 |
Filed as: TORTOISE INVESTMENT MANAGEMENT, LLC Service code 26 2 WESTCHESTER PARK DRIVE, STE 215 · WHITE PLAINS, NY 106043432 | Advisory (Participants) | $17,587 |
NWPS5 years Service code 15 · EIN 91-2090931 | Recordkeeping | $15,402 |
COLUMBIA3 years Filed as: COLUMBIA RIVER ADVISORS LLC Service code 26 1927 DOCK ST · TACOMA, WA 984023242 | Advisory (Participants) | $13,710 |
CORIENT PRIVATE WEALTH LLC2 years Service code 26 830 BRICKELL PLAZA · MIAMI, FL 331311822 | Advisory (Participants) | $13,192 |
25 LLC2 years Service code 26 1354 W ADAMS AVE · ST LOUIS, MO 63122 | Advisory (Participants) | $7,440 |
Service code 26 1195 WASHINGTON PIKE · BRIDGEVILLE, PA 15017 | Advisory (Participants) | $7,265 |
HIGHTOWER ADVISORS LLC1 year Service code 26 200 W MADISON ST · CHICAGO, IL 606063497 | Advisory (Participants) | $6,355 |
Filed as: ENVESTNET ASSET MANAGEMENT LLC Service code 26 ONE NORTH WACKER DR · CHICAGO, IL 606022180 | Advisory (Participants) | $5,664 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,437 | $50,919+287.7% | $155,556+26.9% | $77,762+153.9% |
| Participation rate | 98.5% | 63.1%+35.5pp | 78.2%+20.3pp | 70.6%+28.0pp |
| Annual return | 16.75% | 34.84%-18.1pp | 64.84%-48.1pp | 31.27%-14.5pp |
| Employer contribution / active EE | $10,232 | $1,991+413.8% | $4,675+118.9% | $2,728+275.1% |
| Participant deferral / active EE | $7,687 | $2,824+172.2% | $5,631+36.5% | $4,651+65.3% |
| Admin fee / account holder | $183 | $437-58.0% | $15,885-98.8% | $433-57.6% |