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 | $145,192 |
Filed as: SYNTRINSIC INVESTMENT COUNSEL, LLC Service code 27 · EIN 26-2968534 | Advisory (Plan) | $66,079 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 99 · EIN 13-1624203 | Other Fees | $26,170 |
Service code 99 · EIN 26-2968534 | Other Fees | $18,233 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $439 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,073 | $50,169+71.6% | $149,740-42.5% | $80,187+7.3% |
| Participation rate | 75.3% | 64.3%+11.1pp | 78.8%-3.4pp | 72.9%+2.4pp |
| Annual return | 15.61% | 29.82%-14.2pp | 134.51%-118.9pp | 40.40%-24.8pp |
| Employer contribution / active EE | $2,841 | $1,869+52.0% | $4,821-41.1% | $2,980-4.6% |
| Participant deferral / active EE | $4,418 | $3,194+38.3% | $5,683-22.3% | $5,016-11.9% |
| Admin fee / account holder | $45 | $153-70.7% | $13,222-99.7% | $145-69.1% |