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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,661 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 28 · EIN 81-3968784 | Investment Management | $13,887 |
WEGMANN DAZET & COMPANY3 years Filed as: WEGMANN DAZET & CO. Service code 10 · EIN 72-0870824 | Accounting | $7,927 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,276 | $84,948+45.1% | $70,492+74.9% | $73,415+67.9% |
| Participation rate | 95.4% | 79.9%+15.4pp | 75.1%+20.3pp | 72.2%+23.2pp |
| Annual return | 13.73% | 13.39%+0.3pp | 109.16%-95.4pp | 59.30%-45.6pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,852 | $3,387+72.8% | $3,711+57.7% | $3,806+53.8% |
| Admin fee / account holder | $94 | $98-4.3% | $3,848-97.6% | $158-40.5% |