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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,397 | $84,045+45.6% | $77,361+58.2% | $69,255+76.7% |
| Participation rate | 95.0% | 71.8%+23.2pp | 75.0%+20.0pp | 69.0%+26.0pp |
| Annual return | 10.24% | 12.46%-2.2pp | 1011.54%-1001.3pp | 26.73%-16.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $2,990-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $5,499 | $3,349+64.2% | $3,911+40.6% | $2,890+90.2% |
| Admin fee / account holder | $167 | $239-30.1% | $5,894-97.2% | $733-77.2% |