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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 | $65,084+122.4% | $67,681+113.9% | $64,340+125.0% |
| Participation rate | 99.3% | 66.7%+32.5pp | 73.7%+25.6pp | 55.2%+44.0pp |
| Annual return | 12.26% | 20.50%-8.2pp | 590.58%-578.3pp | 24.14%-11.9pp |
| Employer contribution / active EE | $7,415 | $2,398+209.1% | $2,678+176.9% | $1,862+298.3% |
| Participant deferral / active EE | $10,350 | $3,210+222.4% | $3,976+160.3% | $2,980+247.3% |
| Admin fee / account holder | $151 | $1,415-89.3% | $6,100-97.5% | $3,703-95.9% |