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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 | $91,695+30.5% | $67,575+77.1% | $77,736+54.0% |
| Participation rate | 95.7% | 76.0%+19.6pp | 72.9%+22.8pp | 70.6%+25.1pp |
| Annual return | 11.42% | 14.88%-3.5pp | 3528.98%-3517.6pp | 31.26%-19.8pp |
| Employer contribution / active EE | $3,883 | $3,189+21.8% | $2,736+42.0% | $2,728+42.4% |
| Participant deferral / active EE | $6,024 | $3,912+54.0% | $4,003+50.5% | $4,651+29.5% |
| Admin fee / account holder | $255 | $245+4.3% | $3,993-93.6% | $433-41.1% |