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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,266 |
TWO WEST CAPITAL ADVISORS2 years Service code 26 · EIN 27-3055170 | Advisory (Participants) | $11,360 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $3,738 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,975 | $61,356-31.6% | $149,696-72.0% | $71,511-41.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.01% | 35.86%-19.8pp | 134.46%-118.4pp | 28.86%-12.8pp |
| Employer contribution / active EE | $3,049 | $2,382+28.0% | $4,821-36.7% | $2,589+17.8% |
| Participant deferral / active EE | $2,507 | $2,920-14.1% | $5,682-55.9% | $4,291-41.6% |
| Admin fee / account holder | $115 | $1,263-90.9% | $13,212-99.1% | $1,588-92.8% |