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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $100,943 |
LPL FINANCIAL7+ years Service code 28 · EIN 04-3046611 | Investment Management | $60,000 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $8,258 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $165,127 | $94,833+74.1% | $75,717+118.1% | $86,813+90.2% |
| Participation rate | 94.8% | 79.1%+15.7pp | 74.8%+20.0pp | 72.3%+22.5pp |
| Annual return | 11.96% | 16.91%-5.0pp | 104.58%-92.6pp | 97.93%-86.0pp |
| Employer contribution / active EE | $4,245 | $2,904+46.1% | $2,743+54.8% | $2,406+76.4% |
| Participant deferral / active EE | $6,090 | $3,632+67.7% | $3,821+59.4% | $4,131+47.4% |
| Admin fee / account holder | $162 | $109+48.8% | $3,619-95.5% | $170-4.7% |