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 |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INS. & ANNUITY ASSC Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $166,701 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 19 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 060954730 | Securities Custodian | $80,240 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON, LARSON & ALLEN, LLP Service code 10 · EIN 41-0746749 11710 BELTSVILLE DRIVE, SUITE 300 · BELTSVILLE, MD 207053102 | Accounting | $19,530 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,024 | $105,179+105.4% | $64,110+237.0% | $80,187+169.4% |
| Participation rate | 98.6% | 73.5%+25.1pp | 72.3%+26.3pp | 72.9%+25.7pp |
| Annual return | 14.97% | 20.34%-5.4pp | 33.75%-18.8pp | 40.40%-25.4pp |
| Employer contribution / active EE | $6,527 | $3,311+97.2% | $2,751+137.3% | $2,980+119.1% |
| Participant deferral / active EE | $7,330 | $4,020+82.3% | $3,883+88.8% | $5,016+46.1% |
| Admin fee / account holder | $127 | $113+12.3% | $3,071-95.9% | $145-12.3% |