Filed July 9, 2019 (most recent of 4 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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS5+ years Service code 27 · EIN 20-4668732 40 WALL ST FL 56TH · NEW YORK, NY 100051304 | Advisory (Plan) | $53,060 |
TIAA4 years Service code 65 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Account Maintenance | $34,278 |
MP P.C.2 years Service code 10 · EIN 04-3191789 ONE MONARCH PLACE SUITE 900 · SPRINGFIELD, MA 011444006 | Accounting | $11,603 |
WIGGIN & DANA LLP1 year Filed as: WIGGIN & DANA COUNSELLORS AT LAW Service code 29 · EIN 06-0590100 PO BOX 1832 · NEW HAVEN, CT 060581832 | Legal | $9,161 |
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 | $145,130 | $95,542+51.9% | $69,480+108.9% | $67,584+114.7% |
| Participation rate | 97.5% | 79.4%+18.1pp | 74.6%+22.9pp | 71.3%+26.2pp |
| Annual return | 16.38% | 17.67%-1.3pp | 28.99%-12.6pp | 378.59%-362.2pp |
| Employer contribution / active EE | $6,288 | $2,989+110.4% | $2,780+126.2% | $2,148+192.8% |
| Participant deferral / active EE | $4,526 | $3,263+38.7% | $3,537+28.0% | $3,540+27.9% |
| Admin fee / account holder | $63 | $90-29.9% | $3,840-98.4% | $142-55.7% |