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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 | $64,705+291.3% | $62,929+302.4% | $67,986+272.4% |
| Participation rate | 95.2% | 65.6%+29.6pp | 73.1%+22.1pp | 57.2%+38.0pp |
| Annual return | 12.59% | 20.31%-7.7pp | 1063.93%-1051.3pp | 31.67%-19.1pp |
| Employer contribution / active EE | $8,722 | $2,376+267.1% | $2,505+248.2% | $2,019+332.1% |
| Participant deferral / active EE | $6,157 | $3,198+92.5% | $3,888+58.4% | $3,358+83.4% |
| Admin fee / account holder | $147 | $1,428-89.7% | $5,065-97.1% | $3,203-95.4% |