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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $7,075 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,202 |
TIAA4+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $4,236 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,203 | $57,330+74.8% | $86,656+15.6% | $75,177+33.3% |
| Participation rate | 96.7% | 63.2%+33.5pp | 71.7%+25.0pp | 67.2%+29.5pp |
| Annual return | 18.93% | 2675.40%-2656.5pp | 593.09%-574.2pp | 160.75%-141.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,837 | $3,320+256.5% | $4,439+166.6% | $4,126+186.9% |
| Admin fee / account holder | $113 | $4,115-97.3% | $5,619-98.0% | $5,651-98.0% |