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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $15,712 |
Filed as: MAYFLOWER FINANCIAL ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $15,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,393 | $46,599+68.2% | $64,101+22.3% | $75,173+4.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.83% | 26.06%-14.2pp | 33.72%-21.9pp | 160.72%-148.9pp |
| Employer contribution / active EE | $3,950 | $1,975+100.0% | $2,749+43.7% | $2,671+47.9% |
| Participant deferral / active EE | $5,873 | $2,837+107.0% | $3,881+51.3% | $4,126+42.3% |
| Admin fee / account holder | $147 | $2,956-95.0% | $3,070-95.2% | $5,651-97.4% |