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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $81,835 |
Service code 28 · EIN 04-3638035 | Investment Management | $20,000 |
SB & COMPANY, LLC8 years Service code 10 · EIN 20-2153727 | Accounting | $9,650 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,919 | $91,710+85.3% | $67,560+151.5% | $77,762+118.5% |
| Participation rate | 96.3% | 76.0%+20.3pp | 72.9%+23.4pp | 70.6%+25.7pp |
| Annual return | 11.67% | 14.88%-3.2pp | 3533.50%-3521.8pp | 31.27%-19.6pp |
| Employer contribution / active EE | $5,504 | $3,187+72.7% | $2,737+101.1% | $2,728+101.8% |
| Participant deferral / active EE | $8,323 | $3,911+112.8% | $4,004+107.9% | $4,651+79.0% |
| Admin fee / account holder | $176 | $245-28.3% | $3,994-95.6% | $433-59.4% |