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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,215 |
Filed as: CBIZ INVESTMENT ADVISORY SRVCS LLC Service code 28 · EIN 81-3968784 | Investment Management | $10,725 |
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 | $118,385 | $79,151+49.6% | $60,919+94.3% | $64,824+82.6% |
| Participation rate | 84.8% | 77.7%+7.1pp | 73.1%+11.7pp | 71.5%+13.4pp |
| Annual return | -7.84% | -7.12%-0.7pp | 16.96%-24.8pp | 32.84%-40.7pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,704-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,879 | $3,727+57.7% | $3,814+54.1% | $4,311+36.4% |
| Admin fee / account holder | $75 | $106-28.8% | $3,228-97.7% | $188-59.9% |