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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $42,375 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MGT. L.P. Service code 28 · EIN 13-3575636 | Investment Management | $24,433 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,195 | $88,360+68.8% | $145,433+2.6% | $67,986+119.4% |
| Participation rate | 94.2% | 65.5%+28.7pp | 82.1%+12.1pp | 57.2%+37.0pp |
| Annual return | 12.60% | 63.15%-50.5pp | 66.58%-54.0pp | 31.67%-19.1pp |
| Employer contribution / active EE | $7,555 | $3,054+147.4% | $4,554+65.9% | $2,019+274.3% |
| Participant deferral / active EE | $7,796 | $5,932+31.4% | $7,897-1.3% | $3,358+132.2% |
| Admin fee / account holder | $119 | $3,313-96.4% | $13,129-99.1% | $3,203-96.3% |