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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $64,931 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 16 · EIN 20-0361079 111 SW 5TH AVE SUITE 400 · PORTLAND, OR 97204 | Consulting | $47,150 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $14,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,807 | $83,884+123.9% | $64,110+192.9% | $74,478+152.2% |
| Participation rate | 99.0% | 76.6%+22.4pp | 72.3%+26.7pp | 70.7%+28.3pp |
| Annual return | 15.04% | 16.57%-1.5pp | 33.75%-18.7pp | 34.37%-19.3pp |
| Employer contribution / active EE | $5,476 | $3,084+77.6% | $2,751+99.1% | $2,637+107.7% |
| Participant deferral / active EE | $5,504 | $3,692+49.1% | $3,883+41.8% | $4,530+21.5% |
| Admin fee / account holder | $74 | $196-62.1% | $3,071-97.6% | $347-78.6% |