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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $87,391 |
Filed as: CBIZ INVESTMENT ADV. SERVICES LLC Service code 28 · EIN 81-3968784 | Investment Management | $50,376 |
WEGMANN DAZET & COMPANY6 years Filed as: WEGMANN DAZET & CO. Service code 10 · EIN 72-0870824 | Accounting | $32,457 |
Employer contribution per participant 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 | $118,692 | $105,179+12.8% | $64,110+85.1% | $80,187+48.0% |
| Participation rate | 88.3% | 73.5%+14.8pp | 72.3%+16.0pp | 72.9%+15.4pp |
| Annual return | 52.04% | 20.34%+31.7pp | 33.75%+18.3pp | 40.40%+11.6pp |
| Employer contribution / active EE | $749 | $3,311-77.4% | $2,751-72.8% | $2,980-74.9% |
| Participant deferral / active EE | $2,021 | $4,020-49.7% | $3,883-48.0% | $5,016-59.7% |
| Admin fee / account holder | $76 | $113-32.8% | $3,071-97.5% | $145-47.5% |