Filed July 19, 2024
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 |
|---|---|---|
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 910 E. SAINT LOUIS STREET · SPRINGFIELD, MO 65806 | Accounting | $9,975 |
TIAA10+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $9,292 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,426 | $69,774+145.7% | $67,561+153.7% | $74,429+130.3% |
| Participation rate | 96.9% | 71.4%+25.5pp | 72.9%+24.0pp | 67.2%+29.6pp |
| Annual return | 12.17% | -40.53%+52.7pp | 3525.44%-3513.3pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $2,954 | $2,710+9.0% | $2,735+8.0% | $2,625+12.6% |
| Participant deferral / active EE | $3,703 | $3,636+1.8% | $4,003-7.5% | $4,348-14.8% |
| Admin fee / account holder | $91 | $890-89.8% | $4,006-97.7% | $1,944-95.3% |