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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 | $60,454+193.5% | $81,844+116.8% | $74,459+138.3% |
| Participation rate | 96.5% | 63.0%+33.5pp | 72.4%+24.1pp | 67.2%+29.2pp |
| Annual return | 14.55% | 16.87%-2.3pp | 778.87%-764.3pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $12,367 | $2,630+370.3% | $2,916+324.0% | $2,626+371.0% |
| Participant deferral / active EE | $8,144 | $3,398+139.7% | $4,323+88.4% | $4,350+87.2% |
| Admin fee / account holder | $257 | $1,490-82.8% | $7,355-96.5% | $1,945-86.8% |