Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 33-1498605 | Accounting | $9,630 |
TIAA5+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $6,437 |
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 | $104,464 | $58,234+79.4% | $81,783+27.7% | $80,874+29.2% |
| Participation rate | 98.5% | 63.4%+35.1pp | 72.4%+26.2pp | 67.6%+30.9pp |
| Annual return | 11.49% | 41.70%-30.2pp | 775.05%-763.6pp | 35.62%-24.1pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,748 | $3,283+257.9% | $4,320+171.9% | $4,297+173.4% |
| Admin fee / account holder | $126 | $4,982-97.5% | $7,380-98.3% | $6,935-98.2% |