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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP1 year Service code 11 · EIN 36-3168081 1415 W. DIEHL ROAD, STE. 400 · NAPERVILLE, IL 605631197 | Actuarial | $6,750 |
Service code 28 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Investment Management | $5,551 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $1,688 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,333 | $69,708+29.6% | $67,560+33.7% | $74,478+21.3% |
| Participation rate | 95.8% | 71.4%+24.4pp | 72.9%+22.9pp | 67.2%+28.6pp |
| Annual return | 11.71% | -40.67%+52.4pp | 3533.50%-3521.8pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $1,294 | $2,715-52.3% | $2,737-52.7% | $2,626-50.7% |
| Participant deferral / active EE | $1,715 | $3,637-52.8% | $4,004-57.2% | $4,350-60.6% |
| Admin fee / account holder | $54 | $887-93.9% | $3,994-98.6% | $1,946-97.2% |