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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 | $48,011+203.2% | $63,803+128.2% | $82,637+76.2% |
| Participation rate | 98.9% | 66.6%+32.3pp | 72.7%+26.2pp | 68.1%+30.8pp |
| Annual return | 18.28% | 19.84%-1.6pp | 543.72%-525.4pp | 53.51%-35.2pp |
| Employer contribution / active EE | $4,250 | $1,904+123.3% | $2,532+67.8% | $2,552+66.5% |
| Participant deferral / active EE | $14,391 | $2,846+405.6% | $3,843+274.5% | $4,126+248.8% |
| Admin fee / account holder | $278 | $3,873-92.8% | $5,196-94.7% | $7,339-96.2% |