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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $17,793 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,776 | $74,552+23.1% | $63,018+45.6% | $69,631+31.8% |
| Participation rate | 62.4% | 78.3%-15.9pp | 74.8%-12.4pp | 70.7%-8.3pp |
| Annual return | 15.36% | 15.77%-0.4pp | 87.62%-72.3pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $3,076 | $2,929+5.0% | $2,761+11.4% | $2,032+51.4% |
| Participant deferral / active EE | $3,351 | $2,974+12.7% | $3,330+0.7% | $3,224+4.0% |
| Admin fee / account holder | $117 | $59+97.1% | $3,601-96.7% | $110+6.0% |