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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 13 · EIN 13-1624203 | Contract Administrator | $56,183 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $34,896 |
TOWNELEY CAPITAL MGMT INC.3 years Service code 27 · EIN 46-3728846 | Advisory (Plan) | $6,500 |
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 | $177,456 | $60,393+193.8% | $81,820+116.9% | $74,429+138.4% |
| Participation rate | 96.5% | 62.9%+33.6pp | 72.4%+24.1pp | 67.2%+29.2pp |
| Annual return | 14.55% | 16.89%-2.3pp | 777.93%-763.4pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $12,367 | $2,626+370.9% | $2,915+324.3% | $2,625+371.1% |
| Participant deferral / active EE | $8,144 | $3,397+139.7% | $4,323+88.4% | $4,348+87.3% |
| Admin fee / account holder | $257 | $1,491-82.8% | $7,391-96.5% | $1,944-86.8% |