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 |
|---|---|---|
Filed as: HENDERSON BROS. RET PLAN SERV. Service code 22 · EIN 20-4683855 | Insurance Broker | $32,913 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,991 | $69,774+56.2% | $67,575+61.3% | $74,459+46.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.42% | -40.53%+53.0pp | 3528.98%-3516.6pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $3,030 | $2,710+11.8% | $2,736+10.8% | $2,626+15.4% |
| Participant deferral / active EE | $3,862 | $3,636+6.2% | $4,003-3.5% | $4,350-11.2% |
| Admin fee / account holder | $67 | $890-92.4% | $3,993-98.3% | $1,945-96.5% |