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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $74,385 |
THE PFE GROUP4+ years Service code 28 · EIN 71-1036677 | Investment Management | $37,432 |
SB & COMPANY, LLC2 years Service code 10 · EIN 20-2153727 | Accounting | $7,700 |
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 | $125,053 | $70,083+78.4% | $59,887+108.8% | $55,725+124.4% |
| Participation rate | 97.8% | 78.4%+19.4pp | 74.7%+23.1pp | 70.9%+26.9pp |
| Annual return | -3.77% | 3.13%-6.9pp | 3.46%-7.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $3,669 | $2,878+27.5% | $2,722+34.8% | $2,078+76.6% |
| Participant deferral / active EE | $6,962 | $3,079+126.1% | $3,402+104.6% | $3,356+107.5% |
| Admin fee / account holder | $201 | $70+186.2% | $3,591-94.4% | $115+74.7% |