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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,030 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 50 · EIN 52-1396995 | Direct Payment | $10,312 |
WEGMANN DAZET & COMPANY1 year 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 | $110,226 | $95,542+15.4% | $69,480+58.6% | $67,584+63.1% |
| Participation rate | 94.7% | 79.4%+15.3pp | 74.6%+20.1pp | 71.3%+23.4pp |
| Annual return | 15.59% | 17.67%-2.1pp | 28.99%-13.4pp | 378.59%-363.0pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,780-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,538 | $3,263+69.7% | $3,537+56.6% | $3,540+56.5% |
| Admin fee / account holder | $80 | $90-10.6% | $3,840-97.9% | $142-43.5% |