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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $30,550 |
Service code 26 · EIN 45-3943005 1285 DRUMMERS LANE #201 · WAYNE, PA 19087 | Advisory (Participants) | $15,746 |
ASCENSUS LLC2 years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 3050 BUSINESS PARK CIRCLE · GOODLETTSVILLE, TN 37072 | Other Services | $7,871 |
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 | $85,129 | $57,976+46.8% | $63,018+35.1% | $62,293+36.7% |
| Participation rate | 96.2% | 75.9%+20.2pp | 74.8%+21.4pp | 69.5%+26.7pp |
| Annual return | 13.66% | 17.54%-3.9pp | 87.62%-74.0pp | 28.90%-15.2pp |
| Employer contribution / active EE | $2,902 | $2,415+20.2% | $2,761+5.1% | $2,042+42.1% |
| Participant deferral / active EE | $4,952 | $2,956+67.5% | $3,330+48.7% | $3,169+56.3% |
| Admin fee / account holder | $168 | $276-39.0% | $3,601-95.3% | $479-64.9% |