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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $77,788 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 28 · EIN 42-1445429 | Investment Management | $12,278 |
DAVIS, KINARD & CO., PC1+ years Service code 10 · EIN 75-1332266 | Accounting | $6,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,697 | $85,199-96.8% | $57,196-95.3% | $63,975-95.8% |
| Participation rate | 97.0% | 74.0%+23.0pp | 75.3%+21.7pp | 71.1%+25.9pp |
| Annual return | 6.74% | 10.43%-3.7pp | 14.59%-7.9pp | 48.65%-41.9pp |
| Employer contribution / active EE | $138 | $3,446-96.0% | $2,683-94.8% | $2,182-93.7% |
| Participant deferral / active EE | $138 | $3,109-95.6% | $3,096-95.5% | $3,356-95.9% |
| Admin fee / account holder | $25 | $39-36.1% | $3,141-99.2% | $70-64.9% |