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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,837 |
WITHUMSMITH+BROWN, PC8 years Filed as: WITHUMSMITHBROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $20,800 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,319 | $69,774+115.4% | $67,561+122.5% | $74,429+102.0% |
| Participation rate | 96.1% | 71.4%+24.7pp | 72.9%+23.1pp | 67.2%+28.8pp |
| Annual return | 11.27% | -40.53%+51.8pp | 3525.44%-3514.2pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $3,326 | $2,710+22.7% | $2,735+21.6% | $2,625+26.7% |
| Participant deferral / active EE | $4,105 | $3,636+12.9% | $4,003+2.5% | $4,348-5.6% |
| Admin fee / account holder | $121 | $890-86.4% | $4,006-97.0% | $1,944-93.8% |