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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,684 |
Service code 26 · EIN 45-3943005 1285 DRUMMERS LANE #201 · WAYNE, PA 19087 | Advisory (Participants) | $12,576 |
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 3050 BUSINESS PARK CIRCLE · GOODLETTSVILLE, TN 37072 | Other Services | $6,287 |
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 | $78,224 | $52,467+49.1% | $57,196+36.8% | $55,167+41.8% |
| Participation rate | 95.2% | 75.8%+19.4pp | 75.3%+19.9pp | 69.0%+26.2pp |
| Annual return | 7.46% | 7.72%-0.3pp | 14.59%-7.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,784 | $2,477+12.4% | $2,683+3.8% | $1,963+41.9% |
| Participant deferral / active EE | $4,618 | $2,830+63.2% | $3,096+49.2% | $3,054+51.2% |
| Admin fee / account holder | $144 | $269-46.4% | $3,141-95.4% | $504-71.4% |