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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $120,720 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $50,000 |
RSM US LLP9 years Service code 10 · EIN 42-0714325 | Accounting | $15,199 |
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 | $176,461 | $91,621+92.6% | $67,511+161.4% | $77,671+127.2% |
| Participation rate | 94.0% | 76.0%+18.1pp | 72.9%+21.1pp | 70.6%+23.4pp |
| Annual return | 12.17% | 14.87%-2.7pp | 3517.41%-3505.2pp | 31.21%-19.0pp |
| Employer contribution / active EE | $5,693 | $3,184+78.8% | $2,733+108.3% | $2,726+108.8% |
| Participant deferral / active EE | $7,635 | $3,906+95.5% | $4,000+90.9% | $4,648+64.3% |
| Admin fee / account holder | $177 | $176+0.6% | $3,999-95.6% | $430-58.8% |