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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $53,405 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 17 · EIN 81-3968784 | Pension Consulting | $45,000 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $41,500 |
ICE MILLER LLP3 years Filed as: ICE MILLER LEGAL COUNSEL Service code 17 · EIN 35-0874357 | Pension Consulting | $36,990 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,916 | $94,833+10.6% | $75,714+38.6% | $86,821+20.8% |
| Participation rate | 88.7% | 79.1%+9.6pp | 74.8%+13.9pp | 72.3%+16.5pp |
| Annual return | 11.63% | 16.91%-5.3pp | 104.62%-93.0pp | 97.94%-86.3pp |
| Employer contribution / active EE | $4,743 | $2,904+63.3% | $2,744+72.9% | $2,406+97.1% |
| Participant deferral / active EE | $3,192 | $3,632-12.1% | $3,820-16.4% | $4,132-22.7% |
| Admin fee / account holder | $101 | $109-7.0% | $3,619-97.2% | $170-40.5% |