Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVSTMT INST. OPS. CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $207,041 |
Filed as: SYNTRINSIC INVESTMENT COUNSEL, LLC Service code 27 · EIN 26-2968534 | Advisory (Plan) | $67,743 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 99 · EIN 13-1624203 | Other Fees | $40,583 |
Service code 99 · EIN 26-2968534 | Other Fees | $14,357 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $458 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,758 | $45,000+72.8% | $143,801-45.9% | $77,906-0.2% |
| Participation rate | 74.1% | 66.8%+7.3pp | 80.3%-6.2pp | 73.7%+0.4pp |
| Annual return | -12.68% | 29.03%-41.7pp | -0.04%-12.6pp | 12.16%-24.8pp |
| Employer contribution / active EE | $2,843 | $1,870+52.1% | $4,952-42.6% | $2,846-0.1% |
| Participant deferral / active EE | $4,182 | $3,157+32.5% | $5,639-25.8% | $4,805-13.0% |
| Admin fee / account holder | $74 | $98-24.4% | $14,680-99.5% | $133-43.9% |