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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $61,831 |
LUCIA SECURITIES4 years Service code 28 · EIN 27-1742056 | Investment Management | $21,988 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,952 | $74,706-6.4% | $75,714-7.6% | $79,391-11.9% |
| Participation rate | 85.1% | 75.3%+9.7pp | 74.8%+10.3pp | 70.7%+14.4pp |
| Annual return | 11.89% | 18.52%-6.6pp | 104.62%-92.7pp | 116.88%-105.0pp |
| Employer contribution / active EE | $2,117 | $2,590-18.3% | $2,744-22.9% | $2,428-12.8% |
| Participant deferral / active EE | $5,651 | $3,533+59.9% | $3,820+47.9% | $4,046+39.7% |
| Admin fee / account holder | $383 | $374+2.2% | $3,619-89.4% | $627-38.9% |