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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL FINESSE1 year Service code 28 · EIN 94-3333910 | Investment Management | $57,500 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $20,298 |
THE PFE GROUP2+ years Service code 28 · EIN 71-1036677 | Investment Management | $18,200 |
BENEFIT AUDIT GROUP, LLC2+ years Service code 10 · EIN 21-9987163 | Accounting | $7,500 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,627 | $68,408+69.0% | $57,196+102.2% | $57,658+100.5% |
| Participation rate | 98.3% | 79.1%+19.2pp | 75.3%+23.0pp | 70.2%+28.1pp |
| Annual return | 7.36% | 8.51%-1.2pp | 14.59%-7.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $4,235 | $2,869+47.6% | $2,683+57.9% | $1,974+114.6% |
| Participant deferral / active EE | $6,242 | $2,903+115.0% | $3,096+101.6% | $3,061+103.9% |
| Admin fee / account holder | $193 | $70+176.9% | $3,141-93.9% | $95+104.0% |