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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES6 years Service code 28 · EIN 36-3485298 | Investment Management | $11,250 |
PW PARTNERS2 years Filed as: PW PARTNERS LLC Service code 10 · EIN 83-3323563 | Accounting | $11,000 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,274 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $239,955 | $69,708+244.2% | $67,560+255.2% | $74,478+222.2% |
| Participation rate | 95.9% | 71.4%+24.4pp | 72.9%+22.9pp | 67.2%+28.7pp |
| Annual return | 10.97% | -40.67%+51.6pp | 3533.50%-3522.5pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $8,082 | $2,715+197.7% | $2,737+195.3% | $2,626+207.7% |
| Participant deferral / active EE | $5,831 | $3,637+60.3% | $4,004+45.6% | $4,350+34.0% |
| Admin fee / account holder | $72 | $887-91.9% | $3,994-98.2% | $1,946-96.3% |