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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $218,388 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 28 · EIN 36-3109431 | Investment Management | $60,750 |
SEYFARTH SHAW LLP3 years Service code 28 · EIN 36-2152202 | Investment Management | $30,999 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $20,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $229,635 | $108,617+111.4% | $108,421+111.8% | $93,010+146.9% |
| Participation rate | 90.4% | 83.1%+7.2pp | 80.1%+10.2pp | 73.9%+16.5pp |
| Annual return | 12.35% | 21.63%-9.3pp | 905.61%-893.3pp | 158.70%-146.4pp |
| Employer contribution / active EE | $3,674 | $3,249+13.1% | $3,560+3.2% | $2,705+35.8% |
| Participant deferral / active EE | $7,601 | $7,885-3.6% | $6,564+15.8% | $4,561+66.7% |
| Admin fee / account holder | $169 | $94+80.3% | $7,298-97.7% | $152+11.2% |