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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $62,035 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 10 · EIN 20-4553256 | Accounting | $33,750 |
HOGANTAYLOR LLP6 years Service code 10 · EIN 73-1413977 | Accounting | $16,000 |
CONNER & WINTERS6 years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 | Legal | $6,096 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,711 | $94,833-19.1% | $75,714+1.3% | $86,821-11.6% |
| Participation rate | 83.5% | 79.1%+4.4pp | 74.8%+8.7pp | 72.3%+11.2pp |
| Annual return | 11.43% | 16.91%-5.5pp | 104.62%-93.2pp | 97.94%-86.5pp |
| Employer contribution / active EE | $1,260 | $2,904-56.6% | $2,744-54.1% | $2,406-47.6% |
| Participant deferral / active EE | $3,829 | $3,632+5.4% | $3,820+0.2% | $4,132-7.3% |
| Admin fee / account holder | $122 | $109+12.7% | $3,619-96.6% | $170-27.8% |