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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,985 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,083 |
MARCUM LLP1 year Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 | Accounting | $15,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,672 | $60,454+124.4% | $81,844+65.8% | $74,459+82.2% |
| Participation rate | 0.0% | 63.0%-63.0pp | 72.4%-72.4pp | 67.2%-67.2pp |
| Annual return | 11.01% | 16.87%-5.9pp | 778.87%-767.9pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $8,808 | $2,630+235.0% | $2,916+202.0% | $2,626+235.4% |
| Participant deferral / active EE | $7,260 | $3,398+113.6% | $4,323+67.9% | $4,350+66.9% |
| Admin fee / account holder | $105 | $1,490-93.0% | $7,355-98.6% | $1,945-94.6% |