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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 | $102,382-30.7% | $147,005-51.7% | $80,874-12.3% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 11.51% | 134.89%-123.4pp | 418.76%-407.3pp | 35.62%-24.1pp |
| Employer contribution / active EE | $2,595 | $3,715-30.1% | $4,934-47.4% | $2,756-5.8% |
| Participant deferral / active EE | $2,926 | $6,646-56.0% | $8,070-63.7% | $4,297-31.9% |
| Admin fee / account holder | $121 | $7,942-98.5% | $13,006-99.1% | $6,935-98.3% |