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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 | $93,351-11.5% | $62,929+31.3% | $79,634+3.8% |
| Participation rate | 91.4% | 74.6%+16.8pp | 73.1%+18.3pp | 62.5%+29.0pp |
| Annual return | 12.88% | 14.37%-1.5pp | 1063.93%-1051.0pp | 36.46%-23.6pp |
| Employer contribution / active EE | $4,088 | $3,135+30.4% | $2,505+63.2% | $2,529+61.7% |
| Participant deferral / active EE | $5,571 | $3,921+42.1% | $3,888+43.3% | $3,835+45.3% |
| Admin fee / account holder | $95 | $229-58.6% | $5,065-98.1% | $1,002-90.5% |