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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 26-0058143 | Recordkeeping | $14,854 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,162 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,434 | $101,499+71.9% | $147,005+18.7% | $74,546+134.0% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 15.75% | 8732.34%-8716.6pp | 418.76%-403.0pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $10,470 | $3,811+174.7% | $4,934+112.2% | $2,624+299.0% |
| Participant deferral / active EE | $9,985 | $7,304+36.7% | $8,070+23.7% | $4,347+129.7% |
| Admin fee / account holder | $80 | $1,748-95.4% | $13,006-99.4% | $1,944-95.9% |