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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $41,645 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 26 · EIN 43-1451524 200 GALLERIA PKWY SE STE 1950 · ATLANTA, GA 30339 | Advisory (Participants) | $24,497 |
ASCENSUS LLC7 years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 3050 BUSINESS PARK CIRCLE · GOODLETTSVILLE, TN 37072 | Other Services | $13,248 |
Filed as: ONEDIGITAL RETIREMENT AND WEALTH Service code 26 · EIN 43-1451524 286 BROAD ST · RED BANK, NJ 077012003 | Advisory (Participants) | $10,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,754 | $60,989+53.7% | $60,906+53.9% | $66,938+40.1% |
| Participation rate | 99.0% | 74.5%+24.5pp | 73.1%+25.9pp | 69.8%+29.2pp |
| Annual return | -13.10% | -9.60%-3.5pp | 16.94%-30.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $4,359 | $2,661+63.8% | $2,703+61.2% | $2,545+71.2% |
| Participant deferral / active EE | $7,282 | $3,615+101.5% | $3,814+90.9% | $4,238+71.8% |
| Admin fee / account holder | $249 | $338-26.4% | $3,227-92.3% | $594-58.0% |