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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $46,966 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 5707 SW PARKWAY BUILDING 2 · AUSTIN, TX 787356213 | Advisory (Plan) | $12,500 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT LLC Service code 10 · EIN 56-0574444 200 S 10TH ST · RICHMOND, VA 232194064 | Accounting | $10,000 |
Filed as: NEW PINNACLE CONSULTING GROUP Service code 17 · EIN 26-1233837 | Pension Consulting | $1,300 |
Filed as: GUIDESTONE FINANCIAL Service code 65 · EIN 75-0939949 | Account Maintenance | $80 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,287 | $79,151-6.1% | $60,906+22.0% | $64,819+14.6% |
| Participation rate | 97.7% | 77.7%+20.0pp | 73.1%+24.6pp | 71.5%+26.2pp |
| Annual return | -13.22% | -7.12%-6.1pp | 16.94%-30.2pp | 32.84%-46.1pp |
| Employer contribution / active EE | $2,904 | $3,052-4.9% | $2,703+7.4% | $2,507+15.8% |
| Participant deferral / active EE | $3,177 | $3,727-14.8% | $3,814-16.7% | $4,311-26.3% |
| Admin fee / account holder | $72 | $106-32.0% | $3,227-97.8% | $188-61.7% |