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 |
|---|---|---|
TWO WEST CAPITAL ADVISORS6 years Service code 50 · EIN 27-3055170 10975 BENSON DR, STE 560 · OVERLAND PARK, KS 662101569 | Direct Payment | $12,974 |
COULTER & JUSTUS3 years Service code 10 · EIN 62-1532536 9717 COGDILL RD, STE. 201 · KNOXVILLE, TN 37932 | Accounting | $8,000 |
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $7,190 |
PENTEGRA SERVICES, INC.3 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE. STE. 320E · WHITE PLAINS, NY 106013027 | Plan Administrator | $6,366 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,763 | $47,479-7.8% | $62,929-30.5% | $82,448-46.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.16% | 20.34%-5.2pp | 1063.93%-1048.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,266 | $1,885-32.8% | $2,505-49.4% | $2,551-50.4% |
| Participant deferral / active EE | $4,473 | $2,870+55.8% | $3,888+15.0% | $4,139+8.1% |
| Admin fee / account holder | $264 | $3,804-93.1% | $5,065-94.8% | $7,234-96.3% |