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| Provider | Service type | Compensation |
|---|---|---|
TONNESON & COMPANY, PC1 year Service code 10 · EIN 04-2943536 401 EDGEWATER PLACE, SUITE 300 · WAKEFILED, MA 018806208 | Accounting | $15,000 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NC 10017 | Recordkeeping Fees | $2,982 |
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 | $138,412 | $54,763+152.7% | $90,324+53.2% | $72,976+89.7% |
| Participation rate | 95.1% | 65.2%+30.0pp | 73.3%+21.8pp | 69.5%+25.6pp |
| Annual return | 18.48% | 30.63%-12.2pp | 78.15%-59.7pp | 81.02%-62.5pp |
| Employer contribution / active EE | $6,190 | $2,093+195.7% | $2,856+116.8% | $2,440+153.7% |
| Participant deferral / active EE | $4,839 | $2,887+67.6% | $3,885+24.5% | $3,608+34.1% |
| Admin fee / account holder | $126 | $3,973-96.8% | $5,356-97.6% | $5,124-97.5% |