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| Provider | Service type | Compensation |
|---|---|---|
SMITH & HOWARD, PC2 years Filed as: SMITH BROTHERS FINANCIAL Service code 27 · EIN 06-1517948 | Advisory (Plan) | $26,424 |
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $23,628 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,113 | $91,439-6.9% | $135,974-37.4% | $71,511+19.0% |
| Participation rate | 90.2% | 75.7%+14.5pp | 81.9%+8.3pp | 67.9%+22.3pp |
| Annual return | 18.68% | 29.90%-11.2pp | 68.30%-49.6pp | 28.86%-10.2pp |
| Employer contribution / active EE | $6,500 | $3,705+75.4% | $4,859+33.8% | $2,589+151.0% |
| Participant deferral / active EE | $8,233 | $7,093+16.1% | $7,760+6.1% | $4,291+91.9% |
| Admin fee / account holder | $220 | $1,267-82.6% | $10,767-98.0% | $1,588-86.2% |