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 |
|---|---|---|
ERISA FIDUCIARY ADVISORS, INC.2+ years Filed as: ERISA FIDUCIARY ADVISORS, INC Service code 49 · EIN 20-3419213 1160 BIRCHWOOD RD · WESTON, FL 333271817 | Other Services | $27,210 |
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE & ANNUNIT Service code 49 · EIN 13-1624203 730 3RD AVE · NEW YORK, NY 100173206 | Other Services | $23,679 |
NFP RETIREMENT INC1 year Service code 49 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Other Services | $9,683 |
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 | $65,303 | $68,408-4.5% | $57,196+14.2% | $57,658+13.3% |
| Participation rate | 98.6% | 79.1%+19.5pp | 75.3%+23.3pp | 70.2%+28.4pp |
| Annual return | 7.45% | 8.51%-1.1pp | 14.59%-7.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $3,433 | $2,869+19.7% | $2,683+28.0% | $1,974+73.9% |
| Participant deferral / active EE | $4,216 | $2,903+45.2% | $3,096+36.2% | $3,061+37.8% |
| Admin fee / account holder | $83 | $70+19.8% | $3,141-97.3% | $95-11.7% |