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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 | $83,575-1.1% | $66,439+24.4% | $65,191+26.8% |
| Participation rate | 91.4% | 71.6%+19.9pp | 74.5%+16.9pp | 63.0%+28.4pp |
| Annual return | 12.88% | 12.38%+0.5pp | 757.66%-744.8pp | 51.24%-38.4pp |
| Employer contribution / active EE | $4,088 | $2,903+40.8% | $2,637+55.1% | $2,400+70.3% |
| Participant deferral / active EE | $5,571 | $3,365+65.6% | $3,876+43.7% | $2,671+108.6% |
| Admin fee / account holder | $95 | $234-59.4% | $6,173-98.5% | $907-89.5% |