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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $17,713 |
Service code 49 | Other Services | $10,961 |
Filed as: CENTRIC WEALTH MANAGEMENT LLC Service code 26 · EIN 20-5122562 333 W WACKER DR · CHICAGO, IL 606061284 | Advisory (Participants) | $9,843 |
Filed as: CENTRIC WEALTH MANAGEMENT Service code 99 · EIN 20-5122562 | Other Fees | $0 |
Service code 49 · EIN 36-4430093 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,276 | $69,708-78.1% | $67,560-77.4% | $74,478-79.5% |
| Participation rate | 81.0% | 71.4%+9.5pp | 72.9%+8.0pp | 67.2%+13.7pp |
| Annual return | 189.31% | -40.67%+230.0pp | 3533.50%-3344.2pp | 1370.56%-1181.2pp |
| Employer contribution / active EE | $1,563 | $2,715-42.4% | $2,737-42.9% | $2,626-40.5% |
| Participant deferral / active EE | $2,451 | $3,637-32.6% | $4,004-38.8% | $4,350-43.6% |
| Admin fee / account holder | $71 | $887-91.9% | $3,994-98.2% | $1,946-96.3% |