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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $74,653 |
PLANPILOT, LLC7 years Service code 28 · EIN 45-4168388 | Investment Management | $26,000 |
SMITH & HOWARD, PC1 year Service code 10 · EIN 58-1250486 | Accounting | $11,000 |
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 | $141,936 | $91,710+54.8% | $67,560+110.1% | $77,762+82.5% |
| Participation rate | 94.4% | 76.0%+18.3pp | 72.9%+21.4pp | 70.6%+23.8pp |
| Annual return | 11.71% | 14.88%-3.2pp | 3533.50%-3521.8pp | 31.27%-19.6pp |
| Employer contribution / active EE | $2,734 | $3,187-14.2% | $2,737-0.1% | $2,728+0.2% |
| Participant deferral / active EE | $4,309 | $3,911+10.2% | $4,004+7.6% | $4,651-7.4% |
| Admin fee / account holder | $145 | $245-41.0% | $3,994-96.4% | $433-66.6% |