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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,254 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $17,648 |
CORNERSTONE ADVISORS ASSET MGMT5+ years Filed as: CORNERSTONE ADVISORS ASSET MGMT. Service code 17 · EIN 75-3204798 | Pension Consulting | $7,685 |
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 | $109,912 | $95,542+15.0% | $69,464+58.2% | $67,579+62.6% |
| Participation rate | 99.8% | 79.4%+20.4pp | 74.6%+25.2pp | 71.3%+28.5pp |
| Annual return | 17.02% | 17.67%-0.6pp | 28.98%-12.0pp | 378.56%-361.5pp |
| Employer contribution / active EE | $4,973 | $2,989+66.4% | $2,779+78.9% | $2,148+131.5% |
| Participant deferral / active EE | $3,102 | $3,263-4.9% | $3,536-12.3% | $3,539-12.4% |
| Admin fee / account holder | $76 | $90-14.9% | $3,840-98.0% | $142-46.3% |