Filed September 1, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $61,934 |
Filed as: GALLAGHER FIDUCIARY SERVICES LLC Service code 28 · EIN 36-4291971 | Investment Management | $18,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,330 | $55,694-47.3% | $81,844-64.2% | $199,960-85.3% |
| Participation rate | 94.0% | 62.7%+31.4pp | 72.4%+21.6pp | 72.0%+22.0pp |
| Annual return | 13.72% | 19.59%-5.9pp | 778.87%-765.2pp | 34.28%-20.6pp |
| Employer contribution / active EE | $2,865 | $2,114+35.5% | $2,916-1.8% | $3,036-5.6% |
| Participant deferral / active EE | $1,823 | $3,299-44.7% | $4,323-57.8% | $5,087-64.2% |
| Admin fee / account holder | $55 | $348-84.2% | $7,355-99.3% | $269-79.6% |