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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $179,418 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $60,750 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES W. CAMMACK ASSOCIATES, INC. Service code 28 · EIN 13-3052851 | Investment Management | $40,500 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $35,800 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $4,969 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,455 | $120,057+106.1% | $75,728+226.8% | $93,010+166.1% |
| Participation rate | 96.1% | 77.3%+18.8pp | 74.8%+21.3pp | 73.9%+22.2pp |
| Annual return | 12.72% | 19.62%-6.9pp | 104.66%-91.9pp | 158.70%-146.0pp |
| Employer contribution / active EE | $7,895 | $3,253+142.7% | $2,743+187.8% | $2,705+191.8% |
| Participant deferral / active EE | $4,912 | $4,089+20.1% | $3,820+28.6% | $4,561+7.7% |
| Admin fee / account holder | $94 | $81+16.0% | $3,620-97.4% | $152-37.7% |