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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,850 |
SUEMORI & INOUYE, INC.7 years Service code 17 · EIN 99-0242337 | Pension Consulting | $10,800 |
ALPHAPOINT, INC.4 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 | $63,464 | $83,884-24.3% | $64,099-1.0% | $74,440-14.7% |
| Participation rate | 61.9% | 76.6%-14.7pp | 72.3%-10.4pp | 70.7%-8.8pp |
| Annual return | 16.79% | 16.57%+0.2pp | 33.70%-16.9pp | 34.37%-17.6pp |
| Employer contribution / active EE | $1,130 | $3,084-63.4% | $2,748-58.9% | $2,638-57.2% |
| Participant deferral / active EE | $3,046 | $3,692-17.5% | $3,881-21.5% | $4,529-32.7% |
| Admin fee / account holder | $66 | $196-66.6% | $3,070-97.9% | $348-81.2% |