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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 99 · EIN 13-1624203 | Other Fees | $7,318 |
CITRIN COOPERMAN3 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $5,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,392 | $51,223+127.2% | $82,763+40.6% | $66,949+73.9% |
| Participation rate | 96.5% | 67.9%+28.6pp | 72.6%+24.0pp | 69.8%+26.7pp |
| Annual return | -9.45% | -9.85%+0.4pp | 702.45%-711.9pp | 1.57%-11.0pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,160 | $3,460+106.9% | $4,395+62.9% | $4,239+68.9% |
| Admin fee / account holder | $29 | $415-93.0% | $5,325-99.5% | $594-95.1% |