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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $59,657 |
Filed as: CBIZ INVESTMENT ADVISORY SRVCS LLC Service code 28 · EIN 81-3968784 | Investment Management | $30,525 |
WEGMANN DAZET & COMPANY1 year Filed as: WEGMANN DAZET, APC Service code 10 · EIN 72-0870824 | Accounting | $9,100 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,285 | $79,151+25.4% | $60,919+63.0% | $64,829+53.1% |
| Participation rate | 94.2% | 77.7%+16.5pp | 73.1%+21.1pp | 71.5%+22.7pp |
| Annual return | -9.73% | -7.12%-2.6pp | 16.98%-26.7pp | 32.85%-42.6pp |
| Employer contribution / active EE | $1,210 | $3,052-60.3% | $2,704-55.2% | $2,507-51.7% |
| Participant deferral / active EE | $2,128 | $3,727-42.9% | $3,814-44.2% | $4,312-50.6% |
| Admin fee / account holder | $52 | $106-50.5% | $3,226-98.4% | $188-72.2% |