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 |
|---|---|---|
Filed as: IRON HOUSE WEALTH MGMT LLC Service code 28 · EIN 46-0677972 | Investment Management | $8,652 |
TIAA4+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Insurance services | $7,512 |
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 | $66,556 | $55,002+21.0% | $59,899+11.1% | $56,289+18.2% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.7%+24.7pp | 69.9%+29.5pp |
| Annual return | -1.22% | 1.13%-2.4pp | 3.46%-4.7pp | -9.96%+8.7pp |
| Employer contribution / active EE | $1,513 | $2,448-38.2% | $2,723-44.4% | $2,111-28.4% |
| Participant deferral / active EE | $3,855 | $3,121+23.5% | $3,402+13.3% | $3,350+15.1% |
| Admin fee / account holder | $67 | $236-71.6% | $3,592-98.1% | $521-87.1% |