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| Provider | Service type | Compensation |
|---|---|---|
THE CONCORD ADVISORY GROUP2 years Filed as: THE CONCORD ADVISORY GROUP, LTD Service code 27 · EIN 22-3039644 | Advisory (Plan) | $25,879 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, EDWARDS & COMPANY, L.L.P. Service code 10 · EIN 54-0504608 | Accounting | $14,650 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $755 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,321 | $91,695-30.9% | $67,575-6.3% | $77,736-18.5% |
| Participation rate | 90.0% | 76.0%+14.0pp | 72.9%+17.1pp | 70.6%+19.4pp |
| Annual return | 11.80% | 14.88%-3.1pp | 3528.98%-3517.2pp | 31.26%-19.5pp |
| Employer contribution / active EE | $1,475 | $3,189-53.8% | $2,736-46.1% | $2,728-45.9% |
| Participant deferral / active EE | $2,769 | $3,912-29.2% | $4,003-30.8% | $4,651-40.5% |
| Admin fee / account holder | $62 | $245-74.7% | $3,993-98.4% | $433-85.7% |