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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $81,671 |
CORNERSTONE ADVISORS ASSET MGMT10+ years Filed as: CORNERSTONE ADVISORS ASSET MGMT. Service code 17 · EIN 75-3204798 | Pension Consulting | $28,344 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 | Accounting | $6,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,094 | $91,710+37.5% | $67,560+86.6% | $77,762+62.2% |
| Participation rate | 94.0% | 76.0%+18.0pp | 72.9%+21.1pp | 70.6%+23.5pp |
| Annual return | 13.60% | 14.88%-1.3pp | 3533.50%-3519.9pp | 31.27%-17.7pp |
| Employer contribution / active EE | $3,246 | $3,187+1.9% | $2,737+18.6% | $2,728+19.0% |
| Participant deferral / active EE | $4,007 | $3,911+2.5% | $4,004+0.1% | $4,651-13.8% |
| Admin fee / account holder | $109 | $245-55.3% | $3,994-97.3% | $433-74.7% |