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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ MHM, LLC Service code 10 · EIN 26-3753134 | Accounting | $23,505 |
WESTLAND GATE CAPITAL, LLC2 years Service code 27 · EIN 46-5067565 | Advisory (Plan) | $21,892 |
TIAA8 years Service code 37 · EIN 13-1624203 | Loan Processing | $12,977 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,690 | $91,680-22.9% | $67,524+4.7% | $77,692-9.0% |
| Participation rate | 92.7% | 76.0%+16.7pp | 72.9%+19.8pp | 70.6%+22.1pp |
| Annual return | 13.91% | 14.87%-1.0pp | 3519.41%-3505.5pp | 31.25%-17.3pp |
| Employer contribution / active EE | $3,004 | $3,186-5.7% | $2,734+9.9% | $2,726+10.2% |
| Participant deferral / active EE | $4,280 | $3,909+9.5% | $4,001+7.0% | $4,648-7.9% |
| Admin fee / account holder | $74 | $176-58.0% | $4,001-98.2% | $431-82.8% |