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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP2 years Service code 11 · EIN 36-3168081 1415 W. DIEHL ROAD, STE. 400 · NAPERVILLE, IL 605631197 | Actuarial | $15,500 |
TWO WEST CAPITAL ADVISORS2 years Service code 28 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Investment Management | $10,355 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $4,236 |
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 | $95,466 | $64,705+47.5% | $62,929+51.7% | $67,986+40.4% |
| Participation rate | 94.1% | 65.6%+28.5pp | 73.1%+21.0pp | 57.2%+36.9pp |
| Annual return | 13.85% | 20.31%-6.5pp | 1063.93%-1050.1pp | 31.67%-17.8pp |
| Employer contribution / active EE | $1,453 | $2,376-38.8% | $2,505-42.0% | $2,019-28.0% |
| Participant deferral / active EE | $1,739 | $3,198-45.6% | $3,888-55.3% | $3,358-48.2% |
| Admin fee / account holder | $100 | $1,428-93.0% | $5,065-98.0% | $3,203-96.9% |