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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 | $91,621-30.9% | $67,511-6.2% | $77,671-18.5% |
| Participation rate | 90.0% | 76.0%+14.1pp | 72.9%+17.1pp | 70.6%+19.4pp |
| Annual return | 11.80% | 14.87%-3.1pp | 3517.41%-3505.6pp | 31.21%-19.4pp |
| Employer contribution / active EE | $1,475 | $3,184-53.7% | $2,733-46.0% | $2,726-45.9% |
| Participant deferral / active EE | $2,769 | $3,906-29.1% | $4,000-30.8% | $4,648-40.4% |
| Admin fee / account holder | $62 | $176-64.8% | $3,999-98.4% | $430-85.6% |