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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $33,468 |
Service code 26 · EIN 45-3943005 1285 DRUMMERS LANE #201 · WAYNE, PA 19087 | Advisory (Participants) | $19,687 |
ASCENSUS LLC4 years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 3050 BUSINESS PARK CIRCLE · GOODLETTSVILLE, TN 37072 | Other Services | $10,976 |
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 | $96,077 | $60,795+58.0% | $69,464+38.3% | $65,185+47.4% |
| Participation rate | 98.1% | 74.9%+23.3pp | 74.6%+23.5pp | 70.2%+27.9pp |
| Annual return | 19.53% | 17.46%+2.1pp | 28.98%-9.4pp | 29.38%-9.9pp |
| Employer contribution / active EE | $3,679 | $2,452+50.1% | $2,779+32.4% | $2,177+69.0% |
| Participant deferral / active EE | $6,080 | $3,162+92.3% | $3,536+71.9% | $3,514+73.0% |
| Admin fee / account holder | $185 | $314-40.9% | $3,840-95.2% | $847-78.1% |