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| Provider | Service type | Compensation |
|---|---|---|
VRAKAS ADVISORS5 years Service code 26 · EIN 83-1819454 7500 GREEN BAY ROAD · KENOSHA, WI 531424059 | Advisory (Participants) | $8,712 |
Service code 51 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Investment Mgmt Fees | $6,671 |
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,015 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,233 | $65,582+57.4% | $64,101+61.0% | $71,511+44.4% |
| Participation rate | 99.2% | 73.2%+26.0pp | 72.3%+26.8pp | 67.9%+31.2pp |
| Annual return | 16.15% | 18.96%-2.8pp | 33.72%-17.6pp | 28.86%-12.7pp |
| Employer contribution / active EE | $4,123 | $2,671+54.4% | $2,749+50.0% | $2,589+59.2% |
| Participant deferral / active EE | $4,057 | $3,628+11.8% | $3,881+4.5% | $4,291-5.5% |
| Admin fee / account holder | $103 | $616-83.3% | $3,070-96.7% | $1,588-93.5% |