Filed July 26, 2018
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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $45,751 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $21,037 |
UHY LLP2 years Service code 10 · EIN 20-0694403 | Accounting | $8,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,221 | $79,151+1.4% | $60,906+31.7% | $64,819+23.8% |
| Participation rate | 90.0% | 77.7%+12.3pp | 73.1%+16.9pp | 71.5%+18.5pp |
| Annual return | -10.62% | -7.12%-3.5pp | 16.94%-27.6pp | 32.84%-43.5pp |
| Employer contribution / active EE | $1,033 | $3,052-66.2% | $2,703-61.8% | $2,507-58.8% |
| Participant deferral / active EE | $1,886 | $3,727-49.4% | $3,814-50.5% | $4,311-56.3% |
| Admin fee / account holder | $59 | $106-44.4% | $3,227-98.2% | $188-68.7% |