Filed April 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $125,615 |
Service code 16 · EIN 20-4668732 | Consulting | $21,731 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,876 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $13,775 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $451,695 | $56,551+698.7% | $185,854+143.0% | $86,828+420.2% |
| Participation rate | 97.7% | 65.5%+32.2pp | 81.7%+16.0pp | 72.3%+25.4pp |
| Annual return | 14.71% | 118.23%-103.5pp | 122.12%-107.4pp | 97.95%-83.2pp |
| Employer contribution / active EE | $18,046 | $1,845+878.2% | $5,169+249.1% | $2,406+650.0% |
| Participant deferral / active EE | $20,830 | $2,556+715.0% | $5,569+274.1% | $4,132+404.1% |
| Admin fee / account holder | $177 | $150+18.2% | $16,246-98.9% | $170+4.3% |