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 | $69,771+145.7% | $67,524+153.9% | $74,400+130.4% |
| Participation rate | 96.9% | 71.4%+25.5pp | 72.9%+24.0pp | 67.2%+29.6pp |
| Annual return | 12.17% | -40.49%+52.7pp | 3519.41%-3507.2pp | 1367.51%-1355.3pp |
| Employer contribution / active EE | $2,954 | $2,710+9.0% | $2,734+8.1% | $2,624+12.6% |
| Participant deferral / active EE | $3,703 | $3,638+1.8% | $4,001-7.4% | $4,348-14.8% |
| Admin fee / account holder | $91 | $889-89.8% | $4,001-97.7% | $1,944-95.3% |