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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $37,471 |
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS, LLC Service code 26 · EIN 47-1303673 286 BROAD ST. · RED BANK, NJ 077012003 | Advisory (Participants) | $18,815 |
ASCENSUS LLC5 years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 3050 BUSINESS PARK CIRCLE · GOODLETTSVILLE, TN 37072 | Other Services | $11,520 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 26 · EIN 43-1451524 4860 COLLEGE BLVD, SUITE 100 · PARK, KS 662111676 | Advisory (Participants) | $5,852 |
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 | $105,741 | $65,322+61.9% | $70,476+50.0% | $73,493+43.9% |
| Participation rate | 99.5% | 77.0%+22.6pp | 75.1%+24.5pp | 70.7%+28.8pp |
| Annual return | 12.24% | 15.71%-3.5pp | 109.12%-96.9pp | 28.51%-16.3pp |
| Employer contribution / active EE | $3,778 | $2,460+53.6% | $2,738+38.0% | $2,270+66.4% |
| Participant deferral / active EE | $6,335 | $3,375+87.7% | $3,710+70.7% | $3,740+69.4% |
| Admin fee / account holder | $215 | $214+0.6% | $3,847-94.4% | $513-58.0% |