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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 16-1003516 726 EXCHANGE ST STE. 822 · BUFFALO, NY 142011465 | Accounting | $8,100 |
Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $7,740 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $1,861 |
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 | $178,292 | $58,888+202.8% | $178,499-0.1% | $73,493+142.6% |
| Participation rate | 99.0% | 66.2%+32.7pp | 81.9%+17.0pp | 70.7%+28.3pp |
| Annual return | 18.00% | 24.86%-6.9pp | 151.10%-133.1pp | 28.51%-10.5pp |
| Employer contribution / active EE | $18,029 | $2,236+706.2% | $5,011+259.8% | $2,270+694.2% |
| Participant deferral / active EE | $4,425 | $2,568+72.3% | $5,202-14.9% | $3,740+18.3% |
| Admin fee / account holder | $102 | $400-74.5% | $13,986-99.3% | $513-80.1% |