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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 | $69,774+48.0% | $67,561+52.8% | $74,429+38.7% |
| Participation rate | 95.5% | 71.4%+24.2pp | 72.9%+22.6pp | 67.2%+28.3pp |
| Annual return | 13.91% | -40.53%+54.4pp | 3525.44%-3511.5pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $3,170 | $2,710+17.0% | $2,735+15.9% | $2,625+20.8% |
| Participant deferral / active EE | $5,262 | $3,636+44.7% | $4,003+31.4% | $4,348+21.0% |
| Admin fee / account holder | $141 | $890-84.1% | $4,006-96.5% | $1,944-92.7% |