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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 84-4826355 | Advisory (Plan) | $17,950 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,466 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,595 | $60,989+64.9% | $60,906+65.2% | $66,938+50.3% |
| Participation rate | 90.5% | 74.5%+16.1pp | 73.1%+17.4pp | 69.8%+20.7pp |
| Annual return | -8.60% | -9.60%+1.0pp | 16.94%-25.5pp | 1.58%-10.2pp |
| Employer contribution / active EE | $1,456 | $2,661-45.3% | $2,703-46.1% | $2,545-42.8% |
| Participant deferral / active EE | $4,447 | $3,615+23.0% | $3,814+16.6% | $4,238+4.9% |
| Admin fee / account holder | $64 | $338-81.2% | $3,227-98.0% | $594-89.3% |