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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 | $67,594+114.1% | $77,361+87.1% | $69,733+107.6% |
| Participation rate | 99.3% | 71.7%+27.6pp | 75.0%+24.3pp | 62.5%+36.8pp |
| Annual return | 12.26% | 19.20%-6.9pp | 1011.54%-999.3pp | 15.22%-3.0pp |
| Employer contribution / active EE | $7,415 | $2,649+179.9% | $2,990+148.0% | $2,250+229.5% |
| Participant deferral / active EE | $10,350 | $3,401+204.3% | $3,911+164.6% | $3,054+238.9% |
| Admin fee / account holder | $151 | $1,159-87.0% | $5,894-97.4% | $3,102-95.1% |