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 Filed as: TIAA - TEACHERS INSURANCE Service code 23 · EIN 13-1624203 | Insurance services | $17,135 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $17,000 |
CLEARSTEAD ADVISORS, LLC5 years Service code 14 · EIN 34-1597728 | Plan Administrator | $16,692 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $174,516 | $67,594+158.2% | $77,361+125.6% | $69,733+150.3% |
| Participation rate | 93.4% | 71.7%+21.7pp | 75.0%+18.4pp | 62.5%+30.9pp |
| Annual return | 10.37% | 19.20%-8.8pp | 1011.54%-1001.2pp | 15.22%-4.8pp |
| Employer contribution / active EE | $574 | $2,649-78.3% | $2,990-80.8% | $2,250-74.5% |
| Participant deferral / active EE | $4,586 | $3,401+34.8% | $3,911+17.3% | $3,054+50.1% |
| Admin fee / account holder | $213 | $1,159-81.7% | $5,894-96.4% | $3,102-93.1% |