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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $27,134 |
Service code 15 · EIN 56-1981693 DIAMOND VIEW II · DURHAM, NC 277013683 | Recordkeeping | $19,974 |
WISS & COMPANY, LLP1 year Filed as: WISS AND COMPANY LLC Service code 10 · EIN 22-1732349 354 EISENHOWER PARKWAY · LIVINGSTON, NJ 07039 | Accounting | $16,000 |
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 | $145,037 | $65,322+122.0% | $70,494+105.7% | $73,497+97.3% |
| Participation rate | 96.3% | 77.0%+19.4pp | 75.1%+21.3pp | 70.7%+25.7pp |
| Annual return | 13.59% | 15.71%-2.1pp | 109.16%-95.6pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,362 | $2,460-4.0% | $2,738-13.7% | $2,270+4.0% |
| Participant deferral / active EE | $5,572 | $3,375+65.1% | $3,711+50.2% | $3,740+49.0% |
| Admin fee / account holder | $113 | $214-47.4% | $3,848-97.1% | $513-78.0% |