Filed September 19, 2016 (most recent of 5 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 LLC5 years Service code 28 · EIN 47-3314008 | Investment Management | $30,450 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $800 |
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 | $159,468 | $69,774+128.5% | $67,575+136.0% | $74,459+114.2% |
| Participation rate | 86.2% | 71.4%+14.8pp | 72.9%+13.3pp | 67.2%+19.0pp |
| Annual return | 12.16% | -40.53%+52.7pp | 3528.98%-3516.8pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $6,696 | $2,710+147.1% | $2,736+144.8% | $2,626+155.0% |
| Participant deferral / active EE | $6,939 | $3,636+90.8% | $4,003+73.3% | $4,350+59.5% |
| Admin fee / account holder | $64 | $890-92.8% | $3,993-98.4% | $1,945-96.7% |