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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,282 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $21,000 |
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 | $236,497 | $49,255+380.1% | $70,494+235.5% | $79,856+196.2% |
| Participation rate | 97.9% | 69.2%+28.7pp | 75.1%+22.8pp | 69.6%+28.2pp |
| Annual return | 11.48% | 30.10%-18.6pp | 109.16%-97.7pp | 31.71%-20.2pp |
| Employer contribution / active EE | $7,770 | $2,100+270.0% | $2,738+183.8% | $2,471+214.4% |
| Participant deferral / active EE | $6,279 | $2,768+126.8% | $3,711+69.2% | $3,741+67.9% |
| Admin fee / account holder | $263 | $2,879-90.9% | $3,848-93.2% | $5,306-95.0% |