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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAYFLOWER ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $18,050 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $17,313 |
TONNESON & COMPANY, PC5 years Service code 10 · EIN 04-2943536 | Accounting | $12,250 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $2,761 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,699 | $57,330+171.6% | $86,656+79.7% | $75,177+107.1% |
| Participation rate | 98.8% | 63.2%+35.6pp | 71.7%+27.1pp | 67.2%+31.6pp |
| Annual return | 17.47% | 2675.40%-2657.9pp | 593.09%-575.6pp | 160.75%-143.3pp |
| Employer contribution / active EE | $6,838 | $2,316+195.2% | $3,025+126.0% | $2,671+156.0% |
| Participant deferral / active EE | $6,157 | $3,320+85.4% | $4,439+38.7% | $4,126+49.2% |
| Admin fee / account holder | $239 | $4,115-94.2% | $5,619-95.8% | $5,651-95.8% |