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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $103,478 |
FREED MAXICK CPAS PC6 years Filed as: FREED MAXICK CPAS, P.C. Service code 10 · EIN 45-4051133 | Accounting | $16,700 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $9,848 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,053 | $91,692+10.2% | $67,561+49.6% | $77,714+30.0% |
| Participation rate | 73.4% | 76.0%-2.6pp | 72.9%+0.5pp | 70.6%+2.9pp |
| Annual return | 12.42% | 14.88%-2.5pp | 3525.44%-3513.0pp | 31.26%-18.8pp |
| Employer contribution / active EE | $4,367 | $3,188+37.0% | $2,735+59.7% | $2,727+60.2% |
| Participant deferral / active EE | $5,125 | $3,912+31.0% | $4,003+28.0% | $4,649+10.2% |
| Admin fee / account holder | $115 | $245-53.1% | $4,006-97.1% | $433-73.5% |