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 52 · EIN 04-1590850 | Indirect Investment Fees | $85,947 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $43,152 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 26-2853921 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 43-1270132 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DWS FUNDS1 year Filed as: DEUTSCHE FUNDS Service code 52 · EIN 13-3241232 | Indirect Investment Fees | $0 |
DOMINI FUNDS1 year Service code 52 · EIN 04-3081258 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $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 | $37,337 | $45,324-17.6% | $122,354-69.5% | $69,631-46.4% |
| Participation rate | 94.9% | 59.9%+35.0pp | 71.6%+23.3pp | 70.7%+24.2pp |
| Annual return | 21.34% | 25.35%-4.0pp | 30.28%-8.9pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $2,592 | $1,230+110.8% | $4,051-36.0% | $2,032+27.6% |
| Participant deferral / active EE | $3,690 | $2,367+55.9% | $3,287+12.3% | $3,224+14.5% |
| Admin fee / account holder | $153 | $87+75.5% | $5,479-97.2% | $110+38.2% |