Filed February 22, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $94,850 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $23,500 |
TAIT WELLER & BAKER7 years Service code 10 · EIN 23-1144520 | Accounting | $10,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $178,216 | $69,774+155.4% | $67,575+163.7% | $74,459+139.3% |
| Participation rate | 93.4% | 71.4%+22.0pp | 72.9%+20.5pp | 67.2%+26.2pp |
| Annual return | 12.94% | -40.53%+53.5pp | 3528.98%-3516.0pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $4,577 | $2,710+68.9% | $2,736+67.3% | $2,626+74.3% |
| Participant deferral / active EE | $6,139 | $3,636+68.8% | $4,003+53.3% | $4,350+41.1% |
| Admin fee / account holder | $538 | $890-39.5% | $3,993-86.5% | $1,945-72.3% |