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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $79,986 |
Service code 28 · EIN 04-3638035 | Investment Management | $20,000 |
SB & COMPANY, LLC6 years Service code 10 · EIN 20-2153727 | Accounting | $8,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,500 | $79,124+77.6% | $60,899+130.7% | $64,814+116.8% |
| Participation rate | 96.9% | 77.7%+19.2pp | 73.1%+23.8pp | 71.5%+25.5pp |
| Annual return | -13.44% | -7.13%-6.3pp | 16.92%-30.4pp | 32.84%-46.3pp |
| Employer contribution / active EE | $5,190 | $3,050+70.2% | $2,702+92.1% | $2,507+107.1% |
| Participant deferral / active EE | $7,644 | $3,725+105.2% | $3,817+100.3% | $4,310+77.3% |
| Admin fee / account holder | $176 | $106+66.7% | $3,225-94.5% | $188-6.2% |