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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $9,519 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,219 |
WELL AND GOOD LLC1 year Service code 27 · EIN 27-0984119 | Advisory (Plan) | $816 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,008 | $46,534+67.6% | $64,097+21.7% | $75,177+3.8% |
| Participation rate | 93.8% | 65.9%+27.9pp | 72.3%+21.5pp | 67.2%+26.6pp |
| Annual return | 18.61% | 26.07%-7.5pp | 33.75%-15.1pp | 160.75%-142.1pp |
| Employer contribution / active EE | $4,198 | $1,976+112.5% | $2,750+52.7% | $2,671+57.2% |
| Participant deferral / active EE | $5,770 | $2,835+103.6% | $3,881+48.7% | $4,126+39.8% |
| Admin fee / account holder | $53 | $2,957-98.2% | $3,070-98.3% | $5,651-99.1% |