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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $45,344 |
CAPIN CROUSE LLP6 years Service code 10 · EIN 36-3990892 | Accounting | $16,200 |
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $15,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,154 | $91,680+16.9% | $67,524+58.7% | $77,692+37.9% |
| Participation rate | 77.5% | 76.0%+1.5pp | 72.9%+4.6pp | 70.6%+6.9pp |
| Annual return | 13.16% | 14.87%-1.7pp | 3519.41%-3506.2pp | 31.25%-18.1pp |
| Employer contribution / active EE | $2,894 | $3,186-9.1% | $2,734+5.9% | $2,726+6.2% |
| Participant deferral / active EE | $4,316 | $3,909+10.4% | $4,001+7.9% | $4,648-7.1% |
| Admin fee / account holder | $167 | $176-5.0% | $4,001-95.8% | $431-61.1% |