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 21 · EIN 13-1624203 | Bank Trustee | $51,850 |
MORISON COGEN LLP5 years Service code 10 · EIN 23-1406493 | Accounting | $10,492 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,582 | $60,454+213.6% | $81,844+131.6% | $74,459+154.6% |
| Participation rate | 98.1% | 63.0%+35.2pp | 72.4%+25.7pp | 67.2%+30.9pp |
| Annual return | 13.37% | 16.87%-3.5pp | 778.87%-765.5pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $7,244 | $2,630+175.5% | $2,916+148.4% | $2,626+175.9% |
| Participant deferral / active EE | $10,464 | $3,398+207.9% | $4,323+142.0% | $4,350+140.6% |
| Admin fee / account holder | $296 | $1,490-80.1% | $7,355-96.0% | $1,945-84.8% |