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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 19 · EIN 13-1624203 | Securities Custodian | $22,492 |
Service code 10 · EIN 48-1246310 | Accounting | $9,550 |
Service code 16 1582 N 1060 RD · LAWRENCE, KS 66046 | Consulting | $9,161 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,783 | $79,124+23.6% | $60,899+60.6% | $64,814+50.9% |
| Participation rate | 97.9% | 77.7%+20.2pp | 73.1%+24.8pp | 71.5%+26.5pp |
| Annual return | -8.91% | -7.13%-1.8pp | 16.92%-25.8pp | 32.84%-41.7pp |
| Employer contribution / active EE | $3,162 | $3,050+3.7% | $2,702+17.0% | $2,507+26.1% |
| Participant deferral / active EE | $5,634 | $3,725+51.3% | $3,817+47.6% | $4,310+30.7% |
| Admin fee / account holder | $50 | $106-52.6% | $3,225-98.4% | $188-73.3% |