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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-0058143 | Investment Management | $23,750 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,203 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,017 | $83,884+12.1% | $64,097+46.7% | $74,473+26.2% |
| Participation rate | 96.9% | 76.6%+20.3pp | 72.3%+24.6pp | 70.7%+26.2pp |
| Annual return | 11.63% | 16.57%-4.9pp | 33.75%-22.1pp | 34.36%-22.7pp |
| Employer contribution / active EE | $26 | $3,084-99.2% | $2,750-99.1% | $2,638-99.0% |
| Participant deferral / active EE | $4,710 | $3,692+27.6% | $3,881+21.4% | $4,530+4.0% |
| Admin fee / account holder | $47 | $196-76.3% | $3,070-98.5% | $347-86.6% |