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| Provider | Service type | Compensation |
|---|---|---|
CLEARSTEAD ADVISORS, LLC4 years Service code 14 · EIN 34-1597728 | Plan Administrator | $21,714 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE Service code 23 · EIN 13-1624203 | Insurance services | $13,684 |
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 | $153,256 | $69,774+119.6% | $67,561+126.8% | $74,429+105.9% |
| Participation rate | 94.8% | 71.4%+23.4pp | 72.9%+21.9pp | 67.2%+27.6pp |
| Annual return | 14.40% | -40.53%+54.9pp | 3525.44%-3511.0pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $2,972 | $2,710+9.7% | $2,735+8.7% | $2,625+13.2% |
| Participant deferral / active EE | $4,432 | $3,636+21.9% | $4,003+10.7% | $4,348+1.9% |
| Admin fee / account holder | $134 | $890-84.9% | $4,006-96.7% | $1,944-93.1% |