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 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $293,373 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $49,195 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 11710 BELTSVILLE DR. · BELTSVILLE, MD 207053102 | Accounting | $13,230 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,521 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,277 | $98,780+7.6% | $60,919+74.5% | $77,906+36.4% |
| Participation rate | 85.2% | 76.7%+8.5pp | 73.1%+12.1pp | 73.7%+11.5pp |
| Annual return | -12.31% | -11.56%-0.8pp | 16.98%-29.3pp | 12.16%-24.5pp |
| Employer contribution / active EE | $4,110 | $3,605+14.0% | $2,704+52.0% | $2,846+44.4% |
| Participant deferral / active EE | $5,036 | $4,200+19.9% | $3,814+32.0% | $4,805+4.8% |
| Admin fee / account holder | $162 | $89+83.2% | $3,226-95.0% | $133+22.4% |