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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $172,713 |
COHNREZNICK LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $29,320 |
Service code 28 · EIN 26-0058143 | Investment Management | $26,276 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $1,135 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $225,140 | $94,836+137.4% | $75,728+197.3% | $86,828+159.3% |
| Participation rate | 85.8% | 79.1%+6.7pp | 74.8%+11.0pp | 72.3%+13.5pp |
| Annual return | 11.60% | 16.90%-5.3pp | 104.66%-93.1pp | 97.95%-86.3pp |
| Employer contribution / active EE | $6,188 | $2,908+112.8% | $2,743+125.6% | $2,406+157.2% |
| Participant deferral / active EE | $7,427 | $3,632+104.5% | $3,820+94.4% | $4,132+79.8% |
| Admin fee / account holder | $149 | $108+37.3% | $3,620-95.9% | $170-12.2% |