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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $24,864 |
AAFCPAS, INC.6 years Service code 10 · EIN 04-2571780 50 WASHINGTON ST. · WESTBOROUGH, MA 015811013 | Accounting | $21,257 |
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 223 W JACKSON BLVD STE 800 · CHICAGO, IL 606066913 | Advisory (Plan) | $5,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,750 | $64,705+123.7% | $62,929+130.0% | $67,986+112.9% |
| Participation rate | 99.3% | 65.6%+33.7pp | 73.1%+26.2pp | 57.2%+42.1pp |
| Annual return | 12.26% | 20.31%-8.1pp | 1063.93%-1051.7pp | 31.67%-19.4pp |
| Employer contribution / active EE | $7,415 | $2,376+212.1% | $2,505+196.1% | $2,019+267.3% |
| Participant deferral / active EE | $10,350 | $3,198+223.7% | $3,888+166.2% | $3,358+208.2% |
| Admin fee / account holder | $151 | $1,428-89.4% | $5,065-97.0% | $3,203-95.3% |