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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $239,346 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY DOMESTIC HLDNGS Service code 49 · EIN 20-8764829 | Other Services | $60,000 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $16,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,651 | $53,204+19.6% | $155,556-59.1% | $200,096-68.2% |
| Participation rate | 93.1% | 64.1%+29.0pp | 78.2%+14.9pp | 72.0%+21.1pp |
| Annual return | 13.01% | 41.02%-28.0pp | 64.84%-51.8pp | 34.26%-21.3pp |
| Employer contribution / active EE | $2,678 | $1,850+44.7% | $4,675-42.7% | $3,038-11.8% |
| Participant deferral / active EE | $4,079 | $3,163+28.9% | $5,631-27.6% | $5,090-19.9% |
| Admin fee / account holder | $116 | $186-37.8% | $15,885-99.3% | $269-57.1% |