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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 65 · EIN 13-1624203 | Account Maintenance | $34,254 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 13 · EIN 82-1434504 | Contract Administrator | $17,050 |
KREISCHER MILLER1 year Filed as: J.L. KREISCHER, PC ET AL PTRS Service code 10 · EIN 23-1980475 | Accounting | $5,165 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $160 |
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 | $103,236 | $69,708+48.1% | $67,560+52.8% | $74,478+38.6% |
| Participation rate | 95.5% | 71.4%+24.1pp | 72.9%+22.6pp | 67.2%+28.3pp |
| Annual return | 13.91% | -40.67%+54.6pp | 3533.50%-3519.6pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $3,170 | $2,715+16.8% | $2,737+15.8% | $2,626+20.7% |
| Participant deferral / active EE | $5,262 | $3,637+44.7% | $4,004+31.4% | $4,350+20.9% |
| Admin fee / account holder | $141 | $887-84.1% | $3,994-96.5% | $1,946-92.8% |