Filed December 20, 2022 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $103,540 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $56,853 |
MCSOLEY MCCOY & CO2 years Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $32,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,279 | $92,071+74.1% | $63,803+151.2% | $71,012+125.7% |
| Participation rate | 95.1% | 73.7%+21.4pp | 72.7%+22.4pp | 58.6%+36.6pp |
| Annual return | 14.45% | 13.14%+1.3pp | 543.72%-529.3pp | 37.67%-23.2pp |
| Employer contribution / active EE | $2,105 | $3,085-31.8% | $2,532-16.9% | $2,348-10.3% |
| Participant deferral / active EE | $5,981 | $3,765+58.8% | $3,843+55.6% | $3,246+84.2% |
| Admin fee / account holder | $242 | $227+6.9% | $5,196-95.3% | $1,167-79.2% |