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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $69,144 |
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $48,159 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $29,360 |
EISNERAMPER LLP1 year Service code 10 · EIN 13-1639626 | Accounting | $17,850 |
EISNERAMPER LLP1 year Filed as: EISNER ADVISORY GROUP LLC Service code 10 · EIN 87-1353108 | Accounting | $8,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,423 | $65,582+143.1% | $64,101+148.7% | $71,511+122.9% |
| Participation rate | 97.9% | 73.2%+24.7pp | 72.3%+25.6pp | 67.9%+30.0pp |
| Annual return | 15.54% | 18.96%-3.4pp | 33.72%-18.2pp | 28.86%-13.3pp |
| Employer contribution / active EE | $6,386 | $2,671+139.1% | $2,749+132.4% | $2,589+146.7% |
| Participant deferral / active EE | $7,563 | $3,628+108.5% | $3,881+94.9% | $4,291+76.3% |
| Admin fee / account holder | $278 | $616-54.8% | $3,070-90.9% | $1,588-82.5% |