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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $13,163 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $853 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,417 | $48,337+76.7% | $67,560+26.4% | $80,959+5.5% |
| Participation rate | 88.0% | 66.4%+21.6pp | 72.9%+15.1pp | 67.7%+20.4pp |
| Annual return | 14.40% | 18.26%-3.9pp | 3533.50%-3519.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $4,835 | $2,023+139.0% | $2,737+76.7% | $2,757+75.3% |
| Participant deferral / active EE | $5,982 | $2,928+104.3% | $4,004+49.4% | $4,300+39.1% |
| Admin fee / account holder | $79 | $3,695-97.9% | $3,994-98.0% | $6,925-98.9% |