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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $97,128 |
Service code 17 · EIN 75-3204798 | Pension Consulting | $19,885 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $18,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,458 | $95,255+40.1% | $63,803+109.2% | $100,573+32.7% |
| Participation rate | 48.0% | 69.8%-21.8pp | 72.7%-24.8pp | 70.9%-23.0pp |
| Annual return | 15.11% | 15.13%0pp | 543.72%-528.6pp | 18.89%-3.8pp |
| Employer contribution / active EE | $1,571 | $3,105-49.4% | $2,532-38.0% | $3,763-58.3% |
| Participant deferral / active EE | $1,941 | $3,889-50.1% | $3,843-49.5% | $4,921-60.6% |
| Admin fee / account holder | $123 | $139-11.5% | $5,196-97.6% | $454-72.9% |