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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $81,984 |
LPL FINANCIAL8+ years Service code 28 · EIN 04-3046611 | Investment Management | $20,000 |
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 | $135,924 | $79,151+71.7% | $60,906+123.2% | $64,819+109.7% |
| Participation rate | 94.4% | 77.7%+16.7pp | 73.1%+21.3pp | 71.5%+22.9pp |
| Annual return | -11.44% | -7.12%-4.3pp | 16.94%-28.4pp | 32.84%-44.3pp |
| Employer contribution / active EE | $4,626 | $3,052+51.6% | $2,703+71.2% | $2,507+84.5% |
| Participant deferral / active EE | $6,110 | $3,727+63.9% | $3,814+60.2% | $4,311+41.7% |
| Admin fee / account holder | $93 | $106-12.0% | $3,227-97.1% | $188-50.5% |