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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $71,640 |
THE PFE GROUP6+ years Service code 28 · EIN 71-1036677 | Investment Management | $43,640 |
SB & COMPANY, LLC4 years Service code 10 · EIN 20-2153727 | Accounting | $7,956 |
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 | $150,997 | $84,948+77.8% | $70,476+114.3% | $73,412+105.7% |
| Participation rate | 96.8% | 79.9%+16.8pp | 75.1%+21.7pp | 72.2%+24.6pp |
| Annual return | 13.42% | 13.39%0pp | 109.12%-95.7pp | 59.30%-45.9pp |
| Employer contribution / active EE | $4,629 | $2,834+63.4% | $2,738+69.1% | $2,234+107.3% |
| Participant deferral / active EE | $6,812 | $3,387+101.1% | $3,710+83.6% | $3,806+79.0% |
| Admin fee / account holder | $203 | $98+107.1% | $3,847-94.7% | $158+28.7% |