Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS, LLC Service code 27 · EIN 47-5476782 | Advisory (Plan) | $43,580 |
SINGERLEWAK LLP7 years Filed as: SINGER LEWAK LLP Service code 10 · EIN 95-2302617 | Accounting | $25,152 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $14,740 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,315 | $69,745+45.3% | $67,511+50.1% | $74,546+35.9% |
| Participation rate | 90.7% | 71.3%+19.4pp | 72.9%+17.8pp | 67.2%+23.5pp |
| Annual return | 10.34% | -40.37%+50.7pp | 3517.41%-3507.1pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $3,278 | $2,705+21.2% | $2,733+20.0% | $2,624+24.9% |
| Participant deferral / active EE | $6,009 | $3,636+65.3% | $4,000+50.2% | $4,347+38.2% |
| Admin fee / account holder | $212 | $894-76.3% | $3,999-94.7% | $1,944-89.1% |