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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $135,603 |
TIAA5+ years Filed as: TIAA-CREF INVESTMENT MANAGEMENT,LLC Service code 19 · EIN 13-3586142 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $20,744 |
Service code 19 · EIN 27-3055170 10975 BENSON DR STE 560 · OVERLAND PARK, KS 66210 | Securities Custodian | $18,425 |
HK FINANCIAL SERVICES1 year Filed as: HONKAMP KRUEGER & CO., PC Service code 10 · EIN 42-0946155 2345 JOHN F KENNEDY RD · DUBQUUE, IA 52002 | Accounting | $11,100 |
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 | $69,848 | $60,795+14.9% | $69,464+0.6% | $65,185+7.2% |
| Participation rate | 98.4% | 74.9%+23.5pp | 74.6%+23.8pp | 70.2%+28.2pp |
| Annual return | 17.28% | 17.46%-0.2pp | 28.98%-11.7pp | 29.38%-12.1pp |
| Employer contribution / active EE | $2,484 | $2,452+1.3% | $2,779-10.6% | $2,177+14.1% |
| Participant deferral / active EE | $3,318 | $3,162+4.9% | $3,536-6.2% | $3,514-5.6% |
| Admin fee / account holder | $107 | $314-66.0% | $3,840-97.2% | $847-87.4% |