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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON HOUSE WEALTH MGMT LLC Service code 28 · EIN 46-0677972 | Investment Management | $35,497 |
TIAA5+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Insurance services | $14,706 |
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 | $74,704 | $60,795+22.9% | $69,483+7.5% | $65,186+14.6% |
| Participation rate | 98.9% | 74.9%+24.0pp | 74.6%+24.3pp | 70.2%+28.7pp |
| Annual return | 14.56% | 17.46%-2.9pp | 28.99%-14.4pp | 29.39%-14.8pp |
| Employer contribution / active EE | $1,427 | $2,452-41.8% | $2,780-48.6% | $2,177-34.4% |
| Participant deferral / active EE | $3,983 | $3,162+26.0% | $3,537+12.6% | $3,514+13.3% |
| Admin fee / account holder | $181 | $314-42.3% | $3,841-95.3% | $847-78.6% |