Filed July 18, 2017
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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $74,967 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,208 |
BERRY DUNN7 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $10,500 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 37 · EIN 13-1614399 | Loan Processing | $765 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,249 | $91,621+58.5% | $67,511+115.2% | $77,671+87.0% |
| Participation rate | 88.4% | 76.0%+12.5pp | 72.9%+15.6pp | 70.6%+17.9pp |
| Annual return | 11.85% | 14.87%-3.0pp | 3517.41%-3505.6pp | 31.21%-19.4pp |
| Employer contribution / active EE | $4,857 | $3,184+52.6% | $2,733+77.8% | $2,726+78.1% |
| Participant deferral / active EE | $5,037 | $3,906+28.9% | $4,000+25.9% | $4,648+8.4% |
| Admin fee / account holder | $128 | $176-27.4% | $3,999-96.8% | $430-70.3% |