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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,771 |
CORNERSTONE ADVISORS ASSET MGMT4+ years Filed as: CORNERSTONE ADVISORS ASSET MGMT. Service code 17 · EIN 75-3204798 | Pension Consulting | $25,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $14,776 |
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 | $99,934 | $70,083+42.6% | $59,899+66.8% | $55,725+79.3% |
| Participation rate | 99.8% | 78.4%+21.4pp | 74.7%+25.1pp | 70.9%+28.9pp |
| Annual return | -3.71% | 3.13%-6.8pp | 3.46%-7.2pp | 244.93%-248.6pp |
| Employer contribution / active EE | $4,617 | $2,878+60.4% | $2,723+69.6% | $2,078+122.2% |
| Participant deferral / active EE | $2,751 | $3,079-10.6% | $3,402-19.1% | $3,356-18.0% |
| Admin fee / account holder | $84 | $70+19.6% | $3,592-97.7% | $115-27.0% |