Filed July 2, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
WALDEN WEALTH PARTNERS LLC7 years Service code 26 · EIN 47-3314008 | Advisory (Participants) | $22,000 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $12,250 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $275 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,524 | $64,705+73.9% | $62,929+78.8% | $67,986+65.5% |
| Participation rate | 94.2% | 65.6%+28.6pp | 73.1%+21.0pp | 57.2%+36.9pp |
| Annual return | 11.46% | 20.31%-8.8pp | 1063.93%-1052.5pp | 31.67%-20.2pp |
| Employer contribution / active EE | $2,751 | $2,376+15.8% | $2,505+9.8% | $2,019+36.3% |
| Participant deferral / active EE | $5,773 | $3,198+80.5% | $3,888+48.5% | $3,358+71.9% |
| Admin fee / account holder | $24 | $1,428-98.3% | $5,065-99.5% | $3,203-99.3% |