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| Provider | Service type | Compensation |
|---|---|---|
ARMANINO LLP1 year Service code 10 · EIN 33-2514127 12657 ALCOSTA BLVD STE 500 · SAN TAMON, CA 945834600 | Accounting | $19,688 |
CAP FINANCIAL PARTNERS, LLC3 years Service code 51 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Investment Mgmt Fees | $16,684 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $8,430 |
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $7,632 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,576 | $47,479+206.6% | $62,929+131.3% | $82,448+76.6% |
| Participation rate | 98.9% | 66.9%+32.0pp | 73.1%+25.8pp | 68.1%+30.8pp |
| Annual return | 18.28% | 20.34%-2.1pp | 1063.93%-1045.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $4,250 | $1,885+125.4% | $2,505+69.7% | $2,551+66.6% |
| Participant deferral / active EE | $14,391 | $2,870+401.3% | $3,888+270.1% | $4,139+247.7% |
| Admin fee / account holder | $278 | $3,804-92.7% | $5,065-94.5% | $7,234-96.2% |