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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $64,356 |
TWO WEST CAPITAL ADVISORS4 years Service code 27 · EIN 27-3055170 | Advisory (Plan) | $42,751 |
Filed as: PICKETT, CHANEY & MCMULLEN, LLP Service code 10 · EIN 48-1246310 | Accounting | $12,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,397 | $93,351+31.1% | $62,929+94.5% | $79,634+53.7% |
| Participation rate | 95.0% | 74.6%+20.4pp | 73.1%+21.9pp | 62.5%+32.5pp |
| Annual return | 10.24% | 14.37%-4.1pp | 1063.93%-1053.7pp | 36.46%-26.2pp |
| Employer contribution / active EE | $0 | $3,135-100.0% | $2,505-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $5,499 | $3,921+40.2% | $3,888+41.4% | $3,835+43.4% |
| Admin fee / account holder | $167 | $229-27.0% | $5,065-96.7% | $1,002-83.3% |