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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES3 years Service code 28 · EIN 36-3485298 | Investment Management | $11,250 |
BKD, LLP3 years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $10,600 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,173 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,035 | $74,706+224.0% | $75,717+219.7% | $79,393+204.9% |
| Participation rate | 91.7% | 75.3%+16.4pp | 74.8%+16.9pp | 70.7%+21.0pp |
| Annual return | 12.17% | 18.52%-6.3pp | 104.58%-92.4pp | 116.87%-104.7pp |
| Employer contribution / active EE | $10,012 | $2,590+286.6% | $2,743+265.0% | $2,428+312.4% |
| Participant deferral / active EE | $5,529 | $3,533+56.5% | $3,821+44.7% | $4,046+36.7% |
| Admin fee / account holder | $61 | $374-83.8% | $3,619-98.3% | $627-90.3% |