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 |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $12,292 |
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $250 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 99 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,299 | $67,594+15.8% | $77,361+1.2% | $69,733+12.3% |
| Participation rate | 53.0% | 71.7%-18.7pp | 75.0%-22.0pp | 62.5%-9.5pp |
| Annual return | 10.25% | 19.20%-9.0pp | 1011.54%-1001.3pp | 15.22%-5.0pp |
| Employer contribution / active EE | $1,474 | $2,649-44.3% | $2,990-50.7% | $2,250-34.5% |
| Participant deferral / active EE | $2,648 | $3,401-22.2% | $3,911-32.3% | $3,054-13.3% |
| Admin fee / account holder | $113 | $1,159-90.2% | $5,894-98.1% | $3,102-96.3% |