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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 50 · EIN 13-1624203 | Direct Payment | $17,883 |
JEFFREY SLOCUM & ASSOCIATES2+ years Filed as: JEFFREY SLOCUM & ASSOCIATES, INC. Service code 29 · EIN 41-1567437 | Legal | $17,284 |
Service code 50 · EIN 04-2647786 | Direct Payment | $402 |
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 | $90,934 | $68,408+32.9% | $57,181+59.0% | $57,658+57.7% |
| Participation rate | 98.4% | 79.1%+19.3pp | 75.3%+23.1pp | 70.2%+28.2pp |
| Annual return | 8.09% | 8.51%-0.4pp | 14.59%-6.5pp | 5.13%+3.0pp |
| Employer contribution / active EE | $2,763 | $2,869-3.7% | $2,682+3.0% | $1,974+40.0% |
| Participant deferral / active EE | $3,282 | $2,903+13.0% | $3,096+6.0% | $3,061+7.2% |
| Admin fee / account holder | $31 | $70-55.4% | $3,139-99.0% | $95-67.2% |