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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $55,503 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,881 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,064 | $58,292+147.1% | $86,640+66.3% | $71,511+101.5% |
| Participation rate | 83.6% | 65.0%+18.6pp | 71.7%+11.9pp | 67.9%+15.6pp |
| Annual return | 13.82% | 21.63%-7.8pp | 592.52%-578.7pp | 28.86%-15.0pp |
| Employer contribution / active EE | $4,355 | $2,574+69.2% | $3,024+44.0% | $2,589+68.2% |
| Participant deferral / active EE | $6,120 | $3,438+78.0% | $4,438+37.9% | $4,291+42.6% |
| Admin fee / account holder | $105 | $1,057-90.1% | $5,616-98.1% | $1,588-93.4% |