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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 37 · EIN 13-1624203 | Loan Processing | $25,043 |
WESTLAND GATE CAPITAL, LLC3 years Service code 27 · EIN 46-5067565 | Advisory (Plan) | $24,802 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $22,233 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,646 | $86,795-4.8% | $67,681+22.1% | $64,728+27.7% |
| Participation rate | 91.4% | 71.7%+19.8pp | 73.7%+17.7pp | 57.9%+33.5pp |
| Annual return | 12.88% | 12.58%+0.3pp | 590.58%-577.7pp | 49.38%-36.5pp |
| Employer contribution / active EE | $4,088 | $2,837+44.1% | $2,678+52.6% | $2,243+82.3% |
| Participant deferral / active EE | $5,571 | $3,430+62.5% | $3,976+40.1% | $2,729+104.1% |
| Admin fee / account holder | $95 | $238-60.1% | $6,100-98.4% | $1,145-91.7% |