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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CARROLL CONSULTANTS ADVISORS LTD. Service code 27 · EIN 45-3943005 | Advisory (Plan) | $36,575 |
GREENLEAF TRUST2 years Filed as: GREENLEAF ADVISORS, LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $24,359 |
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $21,098 |
EISNERAMPER LLP2 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $20,540 |
THE CAFARO GROUP LLC1 year Service code 13 · EIN 20-1963865 | Contract Administrator | $6,800 |
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 | $149,043 | $65,322+128.2% | $70,494+111.4% | $73,497+102.8% |
| Participation rate | 99.1% | 77.0%+22.2pp | 75.1%+24.1pp | 70.7%+28.5pp |
| Annual return | 13.77% | 15.71%-1.9pp | 109.16%-95.4pp | 28.51%-14.7pp |
| Employer contribution / active EE | $4,964 | $2,460+101.8% | $2,738+81.3% | $2,270+118.6% |
| Participant deferral / active EE | $6,646 | $3,375+96.9% | $3,711+79.1% | $3,740+77.7% |
| Admin fee / account holder | $213 | $214-0.4% | $3,848-94.5% | $513-58.4% |