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| Provider | Service type | Compensation |
|---|---|---|
MAGGART & ASSOCIATES1 year Service code 15 1201 DEMONBREUN ST. SUITE 1220 · NASHVILLE, TN 37203 | Recordkeeping | $5,892 |
Service code 15 · EIN 35-0145825 PO BOX 6123 · INDIANAPOLIS, IN 462066123 | Recordkeeping | $335 |
TIAA8+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,644 | $65,582-54.8% | $64,097-53.8% | $71,529-58.6% |
| Participation rate | 98.5% | 73.2%+25.3pp | 72.3%+26.2pp | 67.9%+30.5pp |
| Annual return | 6.65% | 18.96%-12.3pp | 33.75%-27.1pp | 28.97%-22.3pp |
| Employer contribution / active EE | $3,086 | $2,671+15.5% | $2,750+12.2% | $2,590+19.1% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $382 | $616-38.1% | $3,070-87.6% | $1,588-76.0% |