Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,230 |
AB FUNDS4 years Filed as: ALLIANCE BERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
COHEN & STEERS4 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
THE HARTFORD4 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
PIMCO FUNDS4 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO FUNDS Service code 28 · EIN 41-0449260 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,580 | $64,176-41.4% | $112,249-66.5% | $66,938-43.9% |
| Participation rate | 79.1% | 68.4%+10.7pp | 75.1%+4.1pp | 69.8%+9.3pp |
| Annual return | -19.33% | -13.80%-5.5pp | 27.48%-46.8pp | 1.58%-20.9pp |
| Employer contribution / active EE | $2,634 | $3,007-12.4% | $3,636-27.6% | $2,545+3.5% |
| Participant deferral / active EE | $4,179 | $3,694+13.1% | $4,729-11.6% | $4,238-1.4% |
| Admin fee / account holder | $24 | $626-96.1% | $6,412-99.6% | $594-95.9% |