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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $45,344 |
CAPIN CROUSE LLP6 years Service code 10 · EIN 36-3990892 | Accounting | $16,200 |
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $15,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,154 | $91,692+16.9% | $67,561+58.6% | $77,714+37.9% |
| Participation rate | 77.5% | 76.0%+1.5pp | 72.9%+4.6pp | 70.6%+6.9pp |
| Annual return | 13.16% | 14.88%-1.7pp | 3525.44%-3512.3pp | 31.26%-18.1pp |
| Employer contribution / active EE | $2,894 | $3,188-9.2% | $2,735+5.8% | $2,727+6.1% |
| Participant deferral / active EE | $4,316 | $3,912+10.3% | $4,003+7.8% | $4,649-7.2% |
| Admin fee / account holder | $167 | $245-31.5% | $4,006-95.8% | $433-61.3% |