Filed August 11, 2023
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7+ years Service code 37 · EIN 04-2647786 | Loan Processing | $134,731 |
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $83,161 |
CAMMACK LARHETTE ADVISORS7+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $14,509 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,529 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,945 | $120,057+104.9% | $75,728+224.8% | $93,010+164.4% |
| Participation rate | 79.0% | 77.3%+1.7pp | 74.8%+4.2pp | 73.9%+5.1pp |
| Annual return | 13.26% | 19.62%-6.4pp | 104.66%-91.4pp | 158.70%-145.4pp |
| Employer contribution / active EE | $5,180 | $3,253+59.2% | $2,743+88.8% | $2,705+91.5% |
| Participant deferral / active EE | $6,692 | $4,089+63.7% | $3,820+75.2% | $4,561+46.7% |
| Admin fee / account holder | $132 | $81+62.1% | $3,620-96.4% | $152-13.0% |