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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $34,631 |
Service code 28 · EIN 95-4839031 | Investment Management | $26,523 |
EISNERAMPER LLP5 years Filed as: HOLTHOUSE CARLVIN & VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $16,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,712 | $60,989+337.3% | $60,899+338.0% | $66,930+298.5% |
| Participation rate | 88.8% | 74.5%+14.3pp | 73.1%+15.6pp | 69.8%+18.9pp |
| Annual return | -10.76% | -9.60%-1.2pp | 16.92%-27.7pp | 1.57%-12.3pp |
| Employer contribution / active EE | $8,875 | $2,661+233.6% | $2,702+228.4% | $2,545+248.7% |
| Participant deferral / active EE | $10,057 | $3,615+178.2% | $3,817+163.5% | $4,238+137.3% |
| Admin fee / account holder | $242 | $338-28.5% | $3,225-92.5% | $593-59.2% |