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 | $78,295 |
INSERO & CO. CPAS, LLP6 years Filed as: INSERO AND CO. CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $8,075 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $7,537 |
Filed as: FIDELITY INV INST OPERATION CO, LLC Service code 50 · EIN 04-2647786 | Direct Payment | $120 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,481 | $91,680-6.8% | $67,524+26.6% | $77,692+10.0% |
| Participation rate | 97.6% | 76.0%+21.6pp | 72.9%+24.7pp | 70.6%+27.1pp |
| Annual return | 12.30% | 14.87%-2.6pp | 3519.41%-3507.1pp | 31.25%-18.9pp |
| Employer contribution / active EE | $0 | $3,186-100.0% | $2,734-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,881 | $3,909+50.5% | $4,001+47.0% | $4,648+26.5% |
| Admin fee / account holder | $81 | $176-54.3% | $4,001-98.0% | $431-81.3% |