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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $36,568 |
MARQUETTE ASSOCIATES7 years Service code 28 · EIN 36-3485298 | Investment Management | $21,042 |
PW PARTNERS3 years Filed as: PW PARTNERS LLC Service code 10 · EIN 83-3323563 | Accounting | $11,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $253,201 | $65,084+289.0% | $67,681+274.1% | $64,340+293.5% |
| Participation rate | 95.2% | 66.7%+28.5pp | 73.7%+21.5pp | 55.2%+40.0pp |
| Annual return | 12.59% | 20.50%-7.9pp | 590.58%-578.0pp | 24.14%-11.6pp |
| Employer contribution / active EE | $8,722 | $2,398+263.6% | $2,678+225.7% | $1,862+368.5% |
| Participant deferral / active EE | $6,157 | $3,210+91.8% | $3,976+54.9% | $2,980+106.6% |
| Admin fee / account holder | $147 | $1,415-89.6% | $6,100-97.6% | $3,703-96.0% |