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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES4 years Service code 28 · EIN 36-3485298 | Investment Management | $15,000 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $8,190 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,350 |
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 | $204,283 | $79,151+158.1% | $60,906+235.4% | $64,819+215.2% |
| Participation rate | 95.8% | 77.7%+18.0pp | 73.1%+22.7pp | 71.5%+24.3pp |
| Annual return | -10.63% | -7.12%-3.5pp | 16.94%-27.6pp | 32.84%-43.5pp |
| Employer contribution / active EE | $6,361 | $3,052+108.4% | $2,703+135.3% | $2,507+153.7% |
| Participant deferral / active EE | $4,832 | $3,727+29.6% | $3,814+26.7% | $4,311+12.1% |
| Admin fee / account holder | $60 | $106-43.6% | $3,227-98.2% | $188-68.3% |