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 |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS COMPANY Service code 10 · EIN 23-1707341 | Accounting | $8,000 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 | Accounting | $311 |
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 | $89,907 | $95,542-5.9% | $69,483+29.4% | $67,582+33.0% |
| Participation rate | 95.4% | 79.4%+16.0pp | 74.6%+20.8pp | 71.3%+24.1pp |
| Annual return | 15.14% | 17.67%-2.5pp | 28.99%-13.8pp | 378.57%-363.4pp |
| Employer contribution / active EE | $2,796 | $2,989-6.4% | $2,780+0.6% | $2,148+30.2% |
| Participant deferral / active EE | $3,870 | $3,263+18.6% | $3,537+9.4% | $3,539+9.3% |
| Admin fee / account holder | $12 | $90-87.1% | $3,841-99.7% | $142-91.9% |