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 |
|---|---|---|
TIAA7 years Service code 99 · EIN 13-1624203 | Other Fees | $18,914 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 99 · EIN 36-4001764 | Other Fees | $16,548 |
CITRIN COOPERMAN5 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $13,912 |
Service code 99 · EIN 04-2530412 | Other Fees | $9,219 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,518 | $60,504+119.0% | $81,882+61.8% | $74,478+77.9% |
| Participation rate | 98.6% | 62.9%+35.7pp | 72.4%+26.2pp | 67.2%+31.4pp |
| Annual return | 12.64% | 16.91%-4.3pp | 779.47%-766.8pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,174 | $3,400+111.0% | $4,323+65.9% | $4,350+64.9% |
| Admin fee / account holder | $107 | $1,492-92.9% | $7,360-98.6% | $1,946-94.5% |