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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $35,160 |
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $15,000 |
CAPIN CROUSE LLP5 years Service code 10 · EIN 36-3990892 | Accounting | $15,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,605 | $83,884+4.4% | $64,101+36.7% | $74,460+17.7% |
| Participation rate | 71.4% | 76.6%-5.2pp | 72.3%-0.9pp | 70.7%+0.7pp |
| Annual return | 15.35% | 16.57%-1.2pp | 33.72%-18.4pp | 34.38%-19.0pp |
| Employer contribution / active EE | $2,221 | $3,084-28.0% | $2,749-19.2% | $2,638-15.8% |
| Participant deferral / active EE | $3,851 | $3,692+4.3% | $3,881-0.8% | $4,530-15.0% |
| Admin fee / account holder | $133 | $196-32.2% | $3,070-95.7% | $348-61.8% |