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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $10,140 |
WELL AND GOOD LLC3 years Service code 27 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Advisory (Plan) | $6,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,827 | $65,582+12.6% | $64,101+15.2% | $71,511+3.2% |
| Participation rate | 96.6% | 73.2%+23.4pp | 72.3%+24.3pp | 67.9%+28.7pp |
| Annual return | 12.96% | 18.96%-6.0pp | 33.72%-20.8pp | 28.86%-15.9pp |
| Employer contribution / active EE | $3,153 | $2,671+18.1% | $2,749+14.7% | $2,589+21.8% |
| Participant deferral / active EE | $3,456 | $3,628-4.7% | $3,881-11.0% | $4,291-19.5% |
| Admin fee / account holder | $51 | $616-91.7% | $3,070-98.3% | $1,588-96.8% |