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 |
|---|---|---|
MMA SECURITIES LLC3+ years Filed as: MARSH INSURANCE AND INVESTMENTS COR Service code 53 · EIN 52-2189187 | Insurance Commissions | $19,159 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0352823 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-2649093 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | 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 | $62,256 | $50,637+22.9% | $86,582-28.1% | $62,293-0.1% |
| Participation rate | 73.9% | 67.9%+6.0pp | 73.5%+0.3pp | 69.5%+4.4pp |
| Annual return | 20.94% | 20.80%+0.1pp | 965.08%-944.1pp | 28.90%-8.0pp |
| Employer contribution / active EE | $2,120 | $2,075+2.2% | $2,839-25.3% | $2,042+3.8% |
| Participant deferral / active EE | $6,940 | $2,611+165.8% | $3,609+92.3% | $3,169+119.0% |
| Admin fee / account holder | $8 | $413-98.1% | $4,904-99.8% | $479-98.4% |