Filed May 17, 2022
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $14,628 |
WELL AND GOOD LLC3 years Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $7,200 |
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 | $180,007 | $65,322+175.6% | $70,476+155.4% | $73,493+144.9% |
| Participation rate | 96.7% | 77.0%+19.8pp | 75.1%+21.7pp | 70.7%+26.0pp |
| Annual return | 13.81% | 15.71%-1.9pp | 109.12%-95.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $8,447 | $2,460+243.4% | $2,738+208.5% | $2,270+272.1% |
| Participant deferral / active EE | $8,836 | $3,375+161.8% | $3,710+138.1% | $3,740+136.3% |
| Admin fee / account holder | $78 | $214-63.7% | $3,847-98.0% | $513-84.9% |