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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES5 years Service code 28 · EIN 36-3485298 | Investment Management | $15,000 |
PW PARTNERS1 year Filed as: PW PARTNERS LLC Service code 10 · EIN 83-3323563 | Accounting | $11,000 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,662 |
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 | $228,418 | $65,582+248.3% | $64,101+256.3% | $71,511+219.4% |
| Participation rate | 94.2% | 73.2%+21.0pp | 72.3%+21.9pp | 67.9%+26.3pp |
| Annual return | 13.22% | 18.96%-5.7pp | 33.72%-20.5pp | 28.86%-15.6pp |
| Employer contribution / active EE | $7,843 | $2,671+193.7% | $2,749+185.4% | $2,589+202.9% |
| Participant deferral / active EE | $5,996 | $3,628+65.3% | $3,881+54.5% | $4,291+39.7% |
| Admin fee / account holder | $76 | $616-87.7% | $3,070-97.5% | $1,588-95.2% |