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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,104 |
EIDE BAILLY LLP8 years Service code 10 · EIN 45-0250958 | Accounting | $16,275 |
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $9,178 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,439 | $86,795-88.0% | $67,681-84.6% | $64,728-83.9% |
| Participation rate | 83.3% | 71.7%+11.6pp | 73.7%+9.5pp | 57.9%+25.4pp |
| Annual return | 8.31% | 12.58%-4.3pp | 590.58%-582.3pp | 49.38%-41.1pp |
| Employer contribution / active EE | $187 | $2,837-93.4% | $2,678-93.0% | $2,243-91.6% |
| Participant deferral / active EE | $190 | $3,430-94.4% | $3,976-95.2% | $2,729-93.0% |
| Admin fee / account holder | $52 | $238-78.2% | $6,100-99.1% | $1,145-95.5% |