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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $33,569 |
AMERICAN FUNDS6 years Filed as: CAPITAL ASSET ADVISORY SERVICES Service code 27 · EIN 38-3470125 | Advisory (Plan) | $23,404 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $96 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,120 | $69,774+55.0% | $67,575+60.0% | $74,459+45.2% |
| Participation rate | 96.9% | 71.4%+25.5pp | 72.9%+24.0pp | 67.2%+29.7pp |
| Annual return | 11.29% | -40.53%+51.8pp | 3528.98%-3517.7pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $2,159 | $2,710-20.3% | $2,736-21.1% | $2,626-17.8% |
| Participant deferral / active EE | $3,430 | $3,636-5.7% | $4,003-14.3% | $4,350-21.1% |
| Admin fee / account holder | $135 | $890-84.8% | $3,993-96.6% | $1,945-93.0% |