Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MCGUIRE WOODS1 year Service code 27 · EIN 54-0505857 800 E CANAL ST · RICHMOND, VA 232193956 | Advisory (Plan) | $37,583 |
LPL FINANCIAL1 year Service code 28 · EIN 04-3046611 4707 EXECUTIVE DR · SANDIEGO, CA 921213091 | Investment Management | $32,810 |
Service code 16 · EIN 88-3645602 1959 N PEACE HAVEN RD · WINSTON SALEM, NC 271064850 | Consulting | $30,387 |
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 TIAA-TEACHERS INSURANCE AND ANNUITY · NEW YORK, NY 100173206 | Contract Administrator | $20,207 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $16,599 |
Service code 16 · EIN 56-1028055 PO BOX 4601 · GREESBORO, NC 27404 | Consulting | $8,619 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,650 | $105,179-42.3% | $64,110-5.4% | $80,187-24.4% |
| Participation rate | 87.4% | 73.5%+13.8pp | 72.3%+15.0pp | 72.9%+14.4pp |
| Annual return | 446.08% | 20.34%+425.7pp | 33.75%+412.3pp | 40.40%+405.7pp |
| Employer contribution / active EE | $920 | $3,311-72.2% | $2,751-66.5% | $2,980-69.1% |
| Participant deferral / active EE | $1,626 | $4,020-59.6% | $3,883-58.1% | $5,016-67.6% |
| Admin fee / account holder | $40 | $113-65.0% | $3,071-98.7% | $145-72.7% |