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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $22,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,683 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 27 · EIN 13-1624203 | Advisory (Plan) | $1,049 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $50,913 | $120,057-57.6% | $75,728-32.8% | $93,010-45.3% |
| Participation rate | 39.0% | 77.3%-38.3pp | 74.8%-35.8pp | 73.9%-34.9pp |
| Annual return | 26.49% | 19.62%+6.9pp | 104.66%-78.2pp | 158.70%-132.2pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,743-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $3,820-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $81-99.5% | $3,620-100.0% | $152-99.7% |