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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $20,662 |
MMA SECURITIES LLC3 years Service code 26 · EIN 22-3570392 | Advisory (Participants) | $20,000 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD PC Service code 10 · EIN 58-1250248 | Accounting | $14,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,544 | $64,705+89.4% | $62,929+94.7% | $67,986+80.2% |
| Participation rate | 97.7% | 65.6%+32.1pp | 73.1%+24.6pp | 57.2%+40.5pp |
| Annual return | 15.24% | 20.31%-5.1pp | 1063.93%-1048.7pp | 31.67%-16.4pp |
| Employer contribution / active EE | $5,818 | $2,376+144.9% | $2,505+132.3% | $2,019+188.2% |
| Participant deferral / active EE | $5,809 | $3,198+81.7% | $3,888+49.4% | $3,358+73.0% |
| Admin fee / account holder | $185 | $1,428-87.1% | $5,065-96.4% | $3,203-94.2% |