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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NC 100173206 | Recordkeeping Fees | $20,566 |
TONNESON & COMPANY, PC3 years Service code 10 · EIN 04-2943536 401 EDGEWATER PLACE, SUITE 300 · WAKEFILED, MA 018806208 | Accounting | $14,920 |
Filed as: MAYFLOWER FINANCIAL ADVISORS,LLC Service code 27 · EIN 02-1103113 265 FRANKLIN STREET 4TH FL · BOSTON, MA 021103113 | Advisory (Plan) | $14,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,554 | $65,434+169.8% | $98,483+79.3% | $85,847+105.7% |
| Participation rate | 98.8% | 65.0%+33.8pp | 73.3%+25.4pp | 69.3%+29.5pp |
| Annual return | 14.13% | 21.75%-7.6pp | 1494.38%-1480.3pp | 318.61%-304.5pp |
| Employer contribution / active EE | $7,007 | $2,169+223.1% | $2,961+136.7% | $2,565+173.1% |
| Participant deferral / active EE | $6,062 | $3,168+91.4% | $4,276+41.8% | $3,952+53.4% |
| Admin fee / account holder | $266 | $4,595-94.2% | $5,953-95.5% | $6,261-95.8% |