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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $42,815 |
SUEMORI & INOUYE, INC.8 years Service code 17 · EIN 99-0242337 | Pension Consulting | $12,565 |
ALPHAPOINT, INC.5 years Filed as: ALPHA POINT, INC. Service code 27 · EIN 14-1884337 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,105 | $91,621-9.3% | $67,511+23.1% | $77,671+7.0% |
| Participation rate | 61.9% | 76.0%-14.0pp | 72.9%-11.0pp | 70.6%-8.7pp |
| Annual return | 13.15% | 14.87%-1.7pp | 3517.41%-3504.3pp | 31.21%-18.1pp |
| Employer contribution / active EE | $1,183 | $3,184-62.8% | $2,733-56.7% | $2,726-56.6% |
| Participant deferral / active EE | $3,213 | $3,906-17.8% | $4,000-19.7% | $4,648-30.9% |
| Admin fee / account holder | $143 | $176-18.9% | $3,999-96.4% | $430-66.8% |