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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 99-4124805 | Accounting | $9,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,452 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,946 | $102,422-30.7% | $147,117-51.8% | $80,959-12.4% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.6pp | 67.7%+30.2pp |
| Annual return | 11.51% | 135.16%-123.6pp | 420.54%-409.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $2,595 | $3,717-30.2% | $4,932-47.4% | $2,757-5.9% |
| Participant deferral / active EE | $2,926 | $6,652-56.0% | $8,065-63.7% | $4,300-31.9% |
| Admin fee / account holder | $121 | $7,953-98.5% | $12,993-99.1% | $6,925-98.3% |