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 |
|---|---|---|
ARONSON LLC1 year Filed as: ARONSON Service code 10 · EIN 37-1611326 111 ROCKVILLE PIKE, SUITE 600 · ROCKVILLE, MD 20850 | Accounting | $14,000 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY, #B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,752 |
TIAA1 year Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $857 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,726 | $60,139+39.2% | $90,461-7.4% | $79,856+4.8% |
| Participation rate | 95.6% | 65.0%+30.6pp | 72.7%+22.9pp | 69.6%+26.0pp |
| Annual return | 12.82% | 71.96%-59.1pp | 1294.76%-1281.9pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,175 | $2,069+5.1% | $3,264-33.4% | $2,471-12.0% |
| Participant deferral / active EE | $5,114 | $2,939+74.0% | $3,964+29.0% | $3,741+36.7% |
| Admin fee / account holder | $96 | $3,978-97.6% | $5,617-98.3% | $5,306-98.2% |