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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-8532658 | Investment Management | $18,750 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,480 |
CAPIN CROUSE LLP1 year Service code 10 · EIN 36-3990892 | Accounting | $5,450 |
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 | $76,900 | $95,542-19.5% | $69,464+10.7% | $67,579+13.8% |
| Participation rate | 83.6% | 79.4%+4.3pp | 74.6%+9.0pp | 71.3%+12.4pp |
| Annual return | 17.20% | 17.67%-0.5pp | 28.98%-11.8pp | 378.56%-361.4pp |
| Employer contribution / active EE | $1,760 | $2,989-41.1% | $2,779-36.7% | $2,148-18.1% |
| Participant deferral / active EE | $3,328 | $3,263+2.0% | $3,536-5.9% | $3,539-6.0% |
| Admin fee / account holder | $70 | $90-22.6% | $3,840-98.2% | $142-51.1% |