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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $187,627 |
Service code 16 · EIN 33-0818667 | Consulting | $95,579 |
Filed as: FIDELITY INV INST OPER COMPANY, INC Service code 16 · EIN 04-2647786 | Consulting | $43,960 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO AND COMPANY, CPAS, P.C. Service code 10 · EIN 16-1016457 | Accounting | $13,650 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 10 · EIN 04-2530412 | Accounting | $8,419 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,500 | $105,179+83.0% | $64,110+200.3% | $80,187+140.1% |
| Participation rate | 97.0% | 73.5%+23.5pp | 72.3%+24.7pp | 72.9%+24.1pp |
| Annual return | 14.57% | 20.34%-5.8pp | 33.75%-19.2pp | 40.40%-25.8pp |
| Employer contribution / active EE | $6,795 | $3,311+105.2% | $2,751+147.0% | $2,980+128.0% |
| Participant deferral / active EE | $6,791 | $4,020+68.9% | $3,883+74.9% | $5,016+35.4% |
| Admin fee / account holder | $165 | $113+45.7% | $3,071-94.6% | $145+13.8% |