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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-4683855 | Investment Management | $87,183 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $55,945 |
Service code 10 · EIN 25-1408703 | Accounting | $17,114 |
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 | $119,695 | $91,680+30.6% | $67,524+77.3% | $77,692+54.1% |
| Participation rate | 95.7% | 76.0%+19.7pp | 72.9%+22.8pp | 70.6%+25.1pp |
| Annual return | 11.42% | 14.87%-3.5pp | 3519.41%-3508.0pp | 31.25%-19.8pp |
| Employer contribution / active EE | $3,883 | $3,186+21.9% | $2,734+42.0% | $2,726+42.4% |
| Participant deferral / active EE | $6,024 | $3,909+54.1% | $4,001+50.6% | $4,648+29.6% |
| Admin fee / account holder | $255 | $176+44.8% | $4,001-93.6% | $431-40.7% |