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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $67,351 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 50 · EIN 52-1396995 | Direct Payment | $30,938 |
WEGMANN DAZET & COMPANY1 year Filed as: WEGMANN DAZET & CO. Service code 10 · EIN 72-0870824 | Accounting | $8,900 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,003 | $70,083+31.3% | $59,899+53.6% | $55,727+65.1% |
| Participation rate | 99.7% | 78.4%+21.3pp | 74.7%+25.0pp | 70.9%+28.8pp |
| Annual return | -2.42% | 3.13%-5.6pp | 3.46%-5.9pp | 244.94%-247.4pp |
| Employer contribution / active EE | $2,907 | $2,878+1.0% | $2,723+6.8% | $2,078+39.9% |
| Participant deferral / active EE | $2,212 | $3,079-28.1% | $3,403-35.0% | $3,356-34.1% |
| Admin fee / account holder | $57 | $70-18.8% | $3,592-98.4% | $115-50.5% |