Filed April 24, 2025
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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $91,423 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,500 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 33-1498605 | Accounting | $22,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $503,226 | $50,860+889.4% | $155,574+223.5% | $77,714+547.5% |
| Participation rate | 65.3% | 63.1%+2.2pp | 78.2%-12.9pp | 70.6%-5.2pp |
| Annual return | 15.00% | 34.86%-19.9pp | 64.87%-49.9pp | 31.26%-16.3pp |
| Employer contribution / active EE | $12,845 | $1,991+545.3% | $4,676+174.7% | $2,727+371.1% |
| Participant deferral / active EE | $15,777 | $2,825+458.5% | $5,629+180.3% | $4,649+239.3% |
| Admin fee / account holder | $130 | $436-70.2% | $15,914-99.2% | $433-69.9% |