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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, EDWARDS & COMPANY, LLC Service code 10 · EIN 54-0504608 | Accounting | $5,990 |
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $1,152 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,883 | $65,582+72.1% | $64,099+76.1% | $71,495+57.9% |
| Participation rate | 85.4% | 73.2%+12.2pp | 72.3%+13.1pp | 67.9%+17.4pp |
| Annual return | 13.40% | 18.96%-5.6pp | 33.70%-20.3pp | 28.85%-15.5pp |
| Employer contribution / active EE | $2,373 | $2,671-11.2% | $2,748-13.7% | $2,589-8.4% |
| Participant deferral / active EE | $2,824 | $3,628-22.2% | $3,881-27.2% | $4,291-34.2% |
| Admin fee / account holder | $43 | $616-93.0% | $3,070-98.6% | $1,588-97.3% |