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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $77,525 |
PLANPILOT, LLC7 years Service code 16 · EIN 45-4168388 | Consulting | $37,565 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $11,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,701 | $83,884+4.5% | $64,097+36.8% | $74,473+17.8% |
| Participation rate | 97.3% | 76.6%+20.7pp | 72.3%+25.0pp | 70.7%+26.6pp |
| Annual return | 13.35% | 16.57%-3.2pp | 33.75%-20.4pp | 34.36%-21.0pp |
| Employer contribution / active EE | $3,536 | $3,084+14.7% | $2,750+28.6% | $2,638+34.0% |
| Participant deferral / active EE | $4,901 | $3,692+32.8% | $3,881+26.3% | $4,530+8.2% |
| Admin fee / account holder | $100 | $196-49.2% | $3,070-96.8% | $347-71.3% |