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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 | $65,084+11.7% | $67,681+7.4% | $64,340+13.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 12.89% | 20.50%-7.6pp | 590.58%-577.7pp | 24.14%-11.3pp |
| Employer contribution / active EE | $4,021 | $2,398+67.6% | $2,678+50.1% | $1,862+116.0% |
| Participant deferral / active EE | $6,430 | $3,210+100.3% | $3,976+61.7% | $2,980+115.8% |
| Admin fee / account holder | $68 | $1,415-95.2% | $6,100-98.9% | $3,703-98.2% |