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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAYFLOWER ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $19,000 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,700 |
TONNESON & COMPANY, PC4 years Service code 10 · EIN 04-2943536 | Accounting | $10,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,449 | $54,370+149.1% | $82,763+63.7% | $68,490+97.8% |
| Participation rate | 98.8% | 63.9%+34.9pp | 72.6%+26.3pp | 67.9%+30.9pp |
| Annual return | -13.30% | -13.67%+0.4pp | 702.45%-715.8pp | -7.85%-5.5pp |
| Employer contribution / active EE | $6,502 | $2,219+193.0% | $3,008+116.1% | $2,597+150.4% |
| Participant deferral / active EE | $6,003 | $3,247+84.9% | $4,395+36.6% | $4,028+49.1% |
| Admin fee / account holder | $246 | $4,398-94.4% | $5,325-95.4% | $5,403-95.4% |