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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $44,680 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $31,658 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 33-1498605 | Accounting | $14,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,410 | $79,089+228.0% | $100,392+158.4% | $74,459+248.4% |
| Participation rate | 91.1% | 79.4%+11.7pp | 81.5%+9.6pp | 67.2%+23.9pp |
| Annual return | 11.71% | 20.61%-8.9pp | 49.45%-37.7pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $3,229 | $3,015+7.1% | $3,941-18.1% | $2,626+23.0% |
| Participant deferral / active EE | $6,653 | $7,747-14.1% | $8,090-17.8% | $4,350+53.0% |
| Admin fee / account holder | $190 | $1,336-85.7% | $7,904-97.6% | $1,945-90.2% |