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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 | $86,795+41.0% | $67,681+80.8% | $64,728+89.1% |
| Participation rate | 95.0% | 71.7%+23.3pp | 73.7%+21.3pp | 57.9%+37.1pp |
| Annual return | 10.24% | 12.58%-2.3pp | 590.58%-580.3pp | 49.38%-39.1pp |
| Employer contribution / active EE | $0 | $2,837-100.0% | $2,678-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $5,499 | $3,430+60.3% | $3,976+38.3% | $2,729+101.5% |
| Admin fee / account holder | $167 | $238-29.8% | $6,100-97.3% | $1,145-85.4% |