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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 P.O. BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $8,800 |
TAG RESOURCES, LLC1 year Service code 14 · EIN 62-1874769 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Plan Administrator | $6,493 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $749 |
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 | $59,622 | $65,322-8.7% | $70,476-15.4% | $73,493-18.9% |
| Participation rate | 92.9% | 77.0%+15.9pp | 75.1%+17.8pp | 70.7%+22.2pp |
| Annual return | 7.29% | 15.71%-8.4pp | 109.12%-101.8pp | 28.51%-21.2pp |
| Employer contribution / active EE | $1,965 | $2,460-20.1% | $2,738-28.2% | $2,270-13.4% |
| Participant deferral / active EE | $2,830 | $3,375-16.2% | $3,710-23.7% | $3,740-24.3% |
| Admin fee / account holder | $41 | $214-80.8% | $3,847-98.9% | $513-92.0% |