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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3331424 DBA MORETON · TAMPA, FL 336075907 | Advisory (Plan) | $25,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 PO BOX 78975 · MILWAUKEE, WI 532788975 | Accounting | $13,300 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 17 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Pension Consulting | $10,858 |
TIAA3+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $382 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,430 | $74,552+30.7% | $63,018+54.6% | $69,631+39.9% |
| Participation rate | 97.7% | 78.3%+19.4pp | 74.8%+22.8pp | 70.7%+27.0pp |
| Annual return | 11.94% | 15.77%-3.8pp | 87.62%-75.7pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $2,068 | $2,929-29.4% | $2,761-25.1% | $2,032+1.8% |
| Participant deferral / active EE | $2,703 | $2,974-9.1% | $3,330-18.8% | $3,224-16.2% |
| Admin fee / account holder | $111 | $59+87.4% | $3,601-96.9% | $110+0.8% |