Filed December 22, 2022 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $49,916 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 74-2794194 | Advisory (Participants) | $18,000 |
CARON & BLETZER, PLLC10+ years Service code 10 · EIN 04-3499945 | Accounting | $11,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,286 | $84,045+87.1% | $77,361+103.3% | $69,255+127.1% |
| Participation rate | 99.3% | 71.8%+27.5pp | 75.0%+24.3pp | 69.0%+30.2pp |
| Annual return | 10.83% | 12.46%-1.6pp | 1011.54%-1000.7pp | 26.73%-15.9pp |
| Employer contribution / active EE | $7,284 | $2,954+146.5% | $2,990+143.6% | $2,645+175.4% |
| Participant deferral / active EE | $6,286 | $3,349+87.7% | $3,911+60.7% | $2,890+117.5% |
| Admin fee / account holder | $81 | $239-66.0% | $5,894-98.6% | $733-88.9% |