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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,362 |
PURDY POWERS & COMPANY3 years Service code 10 · EIN 01-0463013 | Accounting | $14,075 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 46-2648231 | Accounting | $12,494 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $2,140 |
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 | $112,104 | $91,439+22.6% | $135,974-17.6% | $71,511+56.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 14.62% | 29.90%-15.3pp | 68.30%-53.7pp | 28.86%-14.2pp |
| Employer contribution / active EE | $4,515 | $3,705+21.9% | $4,859-7.1% | $2,589+74.4% |
| Participant deferral / active EE | $7,688 | $7,093+8.4% | $7,760-0.9% | $4,291+79.2% |
| Admin fee / account holder | $228 | $1,267-82.0% | $10,767-97.9% | $1,588-85.7% |