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 |
|---|---|---|
COULTER & JUSTUS1 year Service code 11 · EIN 62-1532536 9717 COGDILL RD, SUTE 201 · KNOXVILLE, TN 37932 | Actuarial | $5,800 |
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $4,276 |
TWO WEST CAPITAL ADVISORS6 years Service code 28 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Investment Management | $2,845 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,078 | $77,908-60.1% | $149,696-79.2% | $75,173-58.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.50% | 31.73%-18.2pp | 134.46%-121.0pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $201 | $5,950-96.6% | $13,212-98.5% | $5,651-96.4% |