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| Provider | Service type | Compensation |
|---|---|---|
CLEARROCK CAPITAL, LLC1 year Filed as: CLEAR ROCK CAPITAL Service code 27 · EIN 26-0337317 4TH STRET STE. 320 · KETCHUM, ID 833400610 | Advisory (Plan) | $11,254 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THRID AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,997 |
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 | $102,207 | $65,322+56.5% | $70,476+45.0% | $73,493+39.1% |
| Participation rate | 98.5% | 77.0%+21.6pp | 75.1%+23.4pp | 70.7%+27.8pp |
| Annual return | 12.65% | 15.71%-3.1pp | 109.12%-96.5pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,848 | $2,460+15.8% | $2,738+4.0% | $2,270+25.5% |
| Participant deferral / active EE | $2,820 | $3,375-16.4% | $3,710-24.0% | $3,740-24.6% |
| Admin fee / account holder | $80 | $214-62.8% | $3,847-97.9% | $513-84.5% |