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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,978 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $8,400 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,672 | $65,072+11.7% | $66,439+9.4% | $65,306+11.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.5%+25.5pp | 57.7%+42.3pp |
| Annual return | 12.89% | 21.50%-8.6pp | 757.66%-744.8pp | 21.94%-9.0pp |
| Employer contribution / active EE | $4,021 | $2,475+62.4% | $2,637+52.5% | $1,967+104.4% |
| Participant deferral / active EE | $6,430 | $3,234+98.8% | $3,876+65.9% | $2,959+117.3% |
| Admin fee / account holder | $68 | $1,323-94.9% | $6,173-98.9% | $3,480-98.0% |