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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $72,986 |
THE PFE GROUP3+ years Service code 28 · EIN 71-1036677 | Investment Management | $55,024 |
FINANCIAL FINESSE2 years Service code 28 · EIN 94-3333910 | Investment Management | $8,214 |
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $6,000 |
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 | $132,717 | $74,552+78.0% | $63,018+110.6% | $69,631+90.6% |
| Participation rate | 98.0% | 78.3%+19.7pp | 74.8%+23.2pp | 70.7%+27.3pp |
| Annual return | 15.50% | 15.77%-0.3pp | 87.62%-72.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $4,321 | $2,929+47.5% | $2,761+56.5% | $2,032+112.6% |
| Participant deferral / active EE | $6,422 | $2,974+115.9% | $3,330+92.9% | $3,224+99.2% |
| Admin fee / account holder | $249 | $59+319.6% | $3,601-93.1% | $110+125.7% |