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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $22,152 |
PURDY POWERS & COMPANY2 years Service code 10 · EIN 01-0463013 130 MIDDLE STREET · PORTLAND, ME 041017104 | Accounting | $13,500 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 46-2648231 PO BOX 7398 · MADISON, WI 53707 | Accounting | $12,195 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,318 | $82,674+23.8% | $125,381-18.4% | $68,486+49.4% |
| Participation rate | 98.9% | 75.1%+23.9pp | 82.4%+16.6pp | 67.9%+31.1pp |
| Annual return | -12.80% | -5.97%-6.8pp | 572.31%-585.1pp | -7.85%-4.9pp |
| Employer contribution / active EE | $4,370 | $3,382+29.2% | $4,815-9.3% | $2,597+68.3% |
| Participant deferral / active EE | $7,368 | $6,111+20.6% | $7,448-1.1% | $4,028+82.9% |
| Admin fee / account holder | $212 | $6,277-96.6% | $10,007-97.9% | $5,404-96.1% |