Filed November 26, 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 |
|---|---|---|
Service code 26 · EIN 04-3422848 | Advisory (Participants) | $78,750 |
PFK O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $36,590 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,464 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,696 | $91,710+167.9% | $67,560+263.7% | $77,762+216.0% |
| Participation rate | 97.3% | 76.0%+21.3pp | 72.9%+24.4pp | 70.6%+26.8pp |
| Annual return | 11.44% | 14.88%-3.4pp | 3533.50%-3522.1pp | 31.27%-19.8pp |
| Employer contribution / active EE | $8,781 | $3,187+175.5% | $2,737+220.8% | $2,728+221.9% |
| Participant deferral / active EE | $10,494 | $3,911+168.4% | $4,004+162.1% | $4,651+125.6% |
| Admin fee / account holder | $111 | $245-54.6% | $3,994-97.2% | $433-74.3% |