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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,858 |
Service code 28 · EIN 47-1411118 | Investment Management | $8,975 |
LUMSDEN & MCCORMICK LLP1 year Service code 10 · EIN 16-0765486 | Accounting | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,372 | $69,708+68.4% | $67,560+73.7% | $74,478+57.6% |
| Participation rate | 98.6% | 71.4%+27.2pp | 72.9%+25.6pp | 67.2%+31.4pp |
| Annual return | 10.21% | -40.67%+50.9pp | 3533.50%-3523.3pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $1,499 | $2,715-44.8% | $2,737-45.2% | $2,626-42.9% |
| Participant deferral / active EE | $4,247 | $3,637+16.8% | $4,004+6.1% | $4,350-2.4% |
| Admin fee / account holder | $67 | $887-92.4% | $3,994-98.3% | $1,946-96.6% |