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| Provider | Service type | Compensation |
|---|---|---|
BARCLAY DAMON1 year Filed as: BARCLAY DAMON, LLC Service code 29 · EIN 15-0339022 P.O. BOX 1265 · ALBANY, NY 122011265 | Legal | $17,563 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $623 |
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 | $131,041 | $47,977+173.1% | $154,111-15.0% | $56,287+132.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.57% | 3.54%-9.1pp | 735.18%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $19,045 | $2,169+778.2% | $5,298+259.5% | $2,111+802.1% |
| Participant deferral / active EE | $4,761 | $2,392+99.1% | $5,081-6.3% | $3,350+42.1% |
| Admin fee / account holder | $118 | $438-73.1% | $13,411-99.1% | $521-77.4% |