Filed May 17, 2022
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $34,562 |
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $10,800 |
Filed as: NEW PINNACLE CONSULTING GROUP Service code 17 · EIN 26-1233837 19825B NORTH COVE RD · CORNELIUS, NC 280316445 | Pension Consulting | $6,175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,195 | $60,989+167.6% | $60,906+167.9% | $66,938+143.8% |
| Participation rate | 88.2% | 74.5%+13.7pp | 73.1%+15.1pp | 69.8%+18.4pp |
| Annual return | -13.78% | -9.60%-4.2pp | 16.94%-30.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $7,588 | $2,661+185.2% | $2,703+180.7% | $2,545+198.1% |
| Participant deferral / active EE | $7,406 | $3,615+104.9% | $3,814+94.2% | $4,238+74.7% |
| Admin fee / account holder | $147 | $338-56.6% | $3,227-95.4% | $594-75.3% |