Filed July 14, 2016
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 |
|---|---|---|
Service code 13 · EIN 20-4683855 | Contract Administrator | $54,500 |
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $31,979 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,854 | $69,745+20.2% | $67,511+24.2% | $74,546+12.5% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.25% | -40.37%+52.6pp | 3517.41%-3505.2pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $3,184 | $2,705+17.7% | $2,733+16.5% | $2,624+21.3% |
| Participant deferral / active EE | $4,330 | $3,636+19.1% | $4,000+8.2% | $4,347-0.4% |
| Admin fee / account holder | $246 | $894-72.5% | $3,999-93.8% | $1,944-87.3% |