Filed February 28, 2025
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 |
|---|---|---|
TIAA2 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $21,448 |
BLAZEK & VETTERLING5 years Service code 10 · EIN 76-0269860 2900 WESLAYAN ST STE 200 · HOUSTON, TX 770275180 | Accounting | $10,525 |
WELL AND GOOD LLC1 year Service code 16 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Consulting | $6,500 |
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 | $62,887 | $79,124-20.5% | $60,899+3.3% | $64,814-3.0% |
| Participation rate | 97.2% | 77.7%+19.5pp | 73.1%+24.1pp | 71.5%+25.7pp |
| Annual return | -10.79% | -7.13%-3.7pp | 16.92%-27.7pp | 32.84%-43.6pp |
| Employer contribution / active EE | $3,186 | $3,050+4.5% | $2,702+17.9% | $2,507+27.1% |
| Participant deferral / active EE | $4,597 | $3,725+23.4% | $3,817+20.4% | $4,310+6.7% |
| Admin fee / account holder | $29 | $106-72.8% | $3,225-99.1% | $188-84.7% |