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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $137,659 |
CAMMACK LARHETTE ADVISORS6+ years Service code 28 · EIN 13-3052851 | Investment Management | $20,177 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $1,295 |
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 | $183,111 | $84,948+115.6% | $70,492+159.8% | $73,415+149.4% |
| Participation rate | 97.7% | 79.9%+17.8pp | 75.1%+22.7pp | 72.2%+25.6pp |
| Annual return | 12.61% | 13.39%-0.8pp | 109.16%-96.6pp | 59.30%-46.7pp |
| Employer contribution / active EE | $6,084 | $2,834+114.7% | $2,738+122.2% | $2,234+172.4% |
| Participant deferral / active EE | $7,334 | $3,387+116.5% | $3,711+97.6% | $3,806+92.7% |
| Admin fee / account holder | $94 | $98-4.1% | $3,848-97.6% | $158-40.4% |