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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 | $48,277+76.9% | $67,511+26.5% | $80,874+5.6% |
| Participation rate | 88.0% | 66.4%+21.7pp | 72.9%+15.2pp | 67.6%+20.4pp |
| Annual return | 14.40% | 18.27%-3.9pp | 3517.41%-3503.0pp | 35.62%-21.2pp |
| Employer contribution / active EE | $4,835 | $2,021+139.2% | $2,733+76.9% | $2,756+75.4% |
| Participant deferral / active EE | $5,982 | $2,926+104.4% | $4,000+49.5% | $4,297+39.2% |
| Admin fee / account holder | $79 | $3,687-97.9% | $3,999-98.0% | $6,935-98.9% |