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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 | $101,653+71.6% | $147,080+18.6% | $74,459+134.3% |
| Participation rate | 99.4% | 75.6%+23.8pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 15.75% | 8754.98%-8739.2pp | 420.17%-404.4pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $10,470 | $3,813+174.6% | $4,933+112.2% | $2,626+298.7% |
| Participant deferral / active EE | $9,985 | $7,304+36.7% | $8,066+23.8% | $4,350+129.6% |
| Admin fee / account holder | $80 | $1,752-95.4% | $12,989-99.4% | $1,945-95.9% |