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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $65,769 |
Service code 17 · EIN 75-3204798 | Pension Consulting | $35,654 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $17,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,331 | $79,151+35.6% | $60,906+76.2% | $64,819+65.6% |
| Participation rate | 98.0% | 77.7%+20.2pp | 73.1%+24.9pp | 71.5%+26.5pp |
| Annual return | -11.28% | -7.12%-4.2pp | 16.94%-28.2pp | 32.84%-44.1pp |
| Employer contribution / active EE | $4,494 | $3,052+47.2% | $2,703+66.3% | $2,507+79.3% |
| Participant deferral / active EE | $3,701 | $3,727-0.7% | $3,814-3.0% | $4,311-14.2% |
| Admin fee / account holder | $114 | $106+8.0% | $3,227-96.5% | $188-39.2% |