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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $96,600 |
BLUM SHAPIRO4+ years Filed as: BLUM, SHAPIRO & CO., P.C. Service code 10 · EIN 06-1009205 29 SOUTH MAIN ST., P.O. BOX 272000 · WEST HARTFORD, CT 061272000 | Accounting | $16,114 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,701 | $70,083+162.1% | $59,899+206.7% | $55,727+229.6% |
| Participation rate | 98.4% | 78.4%+20.1pp | 74.7%+23.8pp | 70.9%+27.6pp |
| Annual return | -2.05% | 3.13%-5.2pp | 3.46%-5.5pp | 244.94%-247.0pp |
| Employer contribution / active EE | $6,246 | $2,878+117.0% | $2,723+129.4% | $2,078+200.6% |
| Participant deferral / active EE | $6,680 | $3,079+117.0% | $3,403+96.3% | $3,356+99.1% |
| Admin fee / account holder | $87 | $70+23.7% | $3,592-97.6% | $115-24.5% |