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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,070 |
PURDY POWERS & COMPANY4 years Service code 10 · EIN 01-0463013 | Accounting | $16,300 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 46-2648231 | Accounting | $14,107 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,219 | $101,499+28.3% | $147,005-11.4% | $74,546+74.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.63% | 8732.34%-8717.7pp | 418.76%-404.1pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $5,000 | $3,811+31.2% | $4,934+1.3% | $2,624+90.5% |
| Participant deferral / active EE | $7,743 | $7,304+6.0% | $8,070-4.1% | $4,347+78.1% |
| Admin fee / account holder | $292 | $1,748-83.3% | $13,006-97.8% | $1,944-85.0% |