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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $29,472 |
ASCENSUS LLC3 years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 3050 BUSINESS PARK CIRCLE · GOODLETTSVILLE, TN 37072 | Other Services | $10,168 |
Service code 26 · EIN 45-3943005 1285 DRUMMERS LANE #201 · WAYNE, PA 19087 | Advisory (Participants) | $283 |
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 | $79,861 | $55,002+45.2% | $59,887+33.4% | $56,287+41.9% |
| Participation rate | 94.3% | 75.9%+18.4pp | 74.7%+19.6pp | 69.9%+24.5pp |
| Annual return | -4.48% | 1.13%-5.6pp | 3.46%-7.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $2,957 | $2,448+20.8% | $2,722+8.6% | $2,111+40.1% |
| Participant deferral / active EE | $5,172 | $3,121+65.7% | $3,402+52.0% | $3,350+54.4% |
| Admin fee / account holder | $155 | $236-34.4% | $3,591-95.7% | $521-70.3% |