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 |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS L Service code 16 2050 MAIN ST. · IRVINE, CA 92614 | Consulting | $37,738 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $11,737 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,931 | $106,264-40.8% | $147,117-57.2% | $77,762-19.1% |
| Participation rate | 42.5% | 78.4%-35.9pp | 82.2%-39.7pp | 70.6%-28.1pp |
| Annual return | 11.66% | 56.94%-45.3pp | 420.54%-408.9pp | 31.27%-19.6pp |
| Employer contribution / active EE | $898 | $4,074-78.0% | $4,932-81.8% | $2,728-67.1% |
| Participant deferral / active EE | $2,643 | $8,003-67.0% | $8,065-67.2% | $4,651-43.2% |
| Admin fee / account holder | $295 | $334-11.9% | $12,993-97.7% | $433-32.0% |