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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $24,561 |
MFA ASSET MANAGEMENT1 year Filed as: MFA ASSET MANAGEMENT, LLC Service code 27 · EIN 04-3540481 1 HIGHWOOD DRIVE · TEWKSBURY, MA 018761155 | Advisory (Plan) | $14,465 |
PURDY POWERS & COMPANY1 year Service code 10 · EIN 01-0463013 130 MIDDLE STREET · PORTLAND, ME 041017104 | Accounting | $12,500 |
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 | $110,872 | $105,198+5.4% | $159,455-30.5% | $85,856+29.1% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 13.02% | 45.08%-32.1pp | 263.63%-250.6pp | 318.58%-305.6pp |
| Employer contribution / active EE | $4,050 | $3,319+22.0% | $4,830-16.2% | $2,565+57.9% |
| Participant deferral / active EE | $6,681 | $5,946+12.4% | $7,353-9.1% | $3,952+69.0% |
| Admin fee / account holder | $235 | $6,934-96.6% | $10,800-97.8% | $6,261-96.2% |