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| Provider | Service type | Compensation |
|---|---|---|
TIMESCALE FINANCIAL INC1 year Filed as: TIMESCALE FINANCIAL, INC. Service code 16 · EIN 47-3835496 | Consulting | $38,000 |
TIAA7 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $7,527 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,902 | $98,780+55.8% | $60,919+152.6% | $77,906+97.5% |
| Participation rate | 66.7% | 76.7%-10.0pp | 73.1%-6.4pp | 73.7%-7.0pp |
| Annual return | -14.03% | -11.56%-2.5pp | 16.98%-31.0pp | 12.16%-26.2pp |
| Employer contribution / active EE | $2,125 | $3,605-41.1% | $2,704-21.4% | $2,846-25.3% |
| Participant deferral / active EE | $5,564 | $4,200+32.5% | $3,814+45.9% | $4,805+15.8% |
| Admin fee / account holder | $27 | $89-69.8% | $3,226-99.2% | $133-79.8% |