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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $20,030 |
WOODBURY FINANCIAL SERVICES4 years Service code 27 · EIN 41-0944586 | Advisory (Plan) | $18,705 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL Service code 27 · EIN 06-1517948 | Advisory (Plan) | $5,781 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,074 | $84,499-15.9% | $125,391-43.3% | $66,949+6.2% |
| Participation rate | 90.4% | 76.4%+14.0pp | 82.4%+8.1pp | 69.8%+20.6pp |
| Annual return | -15.81% | -8.49%-7.3pp | 572.41%-588.2pp | 1.57%-17.4pp |
| Employer contribution / active EE | $5,671 | $3,554+59.6% | $4,816+17.8% | $2,545+122.8% |
| Participant deferral / active EE | $7,178 | $6,785+5.8% | $7,448-3.6% | $4,239+69.3% |
| Admin fee / account holder | $204 | $685-70.2% | $10,009-98.0% | $594-65.6% |