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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 | $91,621+85.5% | $67,511+151.7% | $77,671+118.8% |
| Participation rate | 96.3% | 76.0%+20.4pp | 72.9%+23.4pp | 70.6%+25.8pp |
| Annual return | 11.67% | 14.87%-3.2pp | 3517.41%-3505.7pp | 31.21%-19.5pp |
| Employer contribution / active EE | $5,504 | $3,184+72.9% | $2,733+101.4% | $2,726+101.9% |
| Participant deferral / active EE | $8,323 | $3,906+113.1% | $4,000+108.1% | $4,648+79.1% |
| Admin fee / account holder | $176 | $176-0.4% | $3,999-95.6% | $430-59.2% |