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| Provider | Service type | Compensation |
|---|---|---|
WHARTON HILL ADVISORS6 years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $72,898 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,488 |
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 | $218,249 | $91,621+138.2% | $67,511+223.3% | $77,671+181.0% |
| Participation rate | 95.0% | 76.0%+19.0pp | 72.9%+22.1pp | 70.6%+24.4pp |
| Annual return | 13.97% | 14.87%-0.9pp | 3517.41%-3503.4pp | 31.21%-17.2pp |
| Employer contribution / active EE | $7,255 | $3,184+127.9% | $2,733+165.5% | $2,726+166.1% |
| Participant deferral / active EE | $7,297 | $3,906+86.8% | $4,000+82.4% | $4,648+57.0% |
| Admin fee / account holder | $178 | $176+1.0% | $3,999-95.5% | $430-58.7% |