Filed December 20, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $92,564 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $24,290 |
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $15,500 |
SETAWAY LLC1 year Service code 10 · EIN 46-5055797 | Accounting | $14,864 |
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 | $143,806 | $91,680+56.9% | $67,524+113.0% | $77,692+85.1% |
| Participation rate | 94.9% | 76.0%+19.0pp | 72.9%+22.1pp | 70.6%+24.4pp |
| Annual return | 11.08% | 14.87%-3.8pp | 3519.41%-3508.3pp | 31.25%-20.2pp |
| Employer contribution / active EE | $4,918 | $3,186+54.4% | $2,734+79.9% | $2,726+80.4% |
| Participant deferral / active EE | $6,245 | $3,909+59.8% | $4,001+56.1% | $4,648+34.3% |
| Admin fee / account holder | $182 | $176+3.4% | $4,001-95.4% | $431-57.7% |