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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,373 |
LUCIA SECURITIES3 years Service code 28 · EIN 27-1742056 | Investment Management | $17,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,903 | $65,322-0.6% | $70,494-7.9% | $73,497-11.7% |
| Participation rate | 93.3% | 77.0%+16.3pp | 75.1%+18.2pp | 70.7%+22.6pp |
| Annual return | 16.19% | 15.71%+0.5pp | 109.16%-93.0pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,231 | $2,460-9.3% | $2,738-18.5% | $2,270-1.7% |
| Participant deferral / active EE | $5,736 | $3,375+70.0% | $3,711+54.6% | $3,740+53.4% |
| Admin fee / account holder | $315 | $214+47.2% | $3,848-91.8% | $513-38.6% |