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 |
|---|---|---|
WHARTON HILL ADVISORS6 years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $72,898 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,488 |
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 | $218,249 | $91,695+138.0% | $67,575+223.0% | $77,736+180.8% |
| Participation rate | 95.0% | 76.0%+19.0pp | 72.9%+22.1pp | 70.6%+24.4pp |
| Annual return | 13.97% | 14.88%-0.9pp | 3528.98%-3515.0pp | 31.26%-17.3pp |
| Employer contribution / active EE | $7,255 | $3,189+127.5% | $2,736+165.2% | $2,728+166.0% |
| Participant deferral / active EE | $7,297 | $3,912+86.5% | $4,003+82.3% | $4,651+56.9% |
| Admin fee / account holder | $178 | $245-27.3% | $3,993-95.5% | $433-58.9% |