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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $16,301 |
Filed as: MAYFLOWER FINANCIAL ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $12,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,553 | $42,909+71.4% | $60,906+20.8% | $68,486+7.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.42% | -13.99%+3.6pp | 16.94%-27.4pp | -7.85%-2.6pp |
| Employer contribution / active EE | $2,672 | $1,979+35.1% | $2,703-1.1% | $2,597+2.9% |
| Participant deferral / active EE | $5,044 | $2,866+76.0% | $3,814+32.2% | $4,028+25.2% |
| Admin fee / account holder | $161 | $3,104-94.8% | $3,227-95.0% | $5,404-97.0% |