Filed May 17, 2022
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-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $37,136 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $4,342 |
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 | Advisory (Plan) | $3,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,538 | $65,582+182.9% | $64,101+189.4% | $71,511+159.5% |
| Participation rate | 90.3% | 73.2%+17.2pp | 72.3%+18.0pp | 67.9%+22.4pp |
| Annual return | 15.80% | 18.96%-3.2pp | 33.72%-17.9pp | 28.86%-13.1pp |
| Employer contribution / active EE | $7,713 | $2,671+188.8% | $2,749+180.6% | $2,589+197.9% |
| Participant deferral / active EE | $8,464 | $3,628+133.3% | $3,881+118.1% | $4,291+97.3% |
| Admin fee / account holder | $123 | $616-80.0% | $3,070-96.0% | $1,588-92.3% |