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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $16,257 |
Filed as: MAYFLOWER FINANCIAL ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $13,462 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,010 | $69,774+21.8% | $67,561+25.8% | $74,429+14.2% |
| Participation rate | 99.0% | 71.4%+27.6pp | 72.9%+26.1pp | 67.2%+31.8pp |
| Annual return | 15.24% | -40.53%+55.8pp | 3525.44%-3510.2pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $3,231 | $2,710+19.2% | $2,735+18.1% | $2,625+23.1% |
| Participant deferral / active EE | $5,023 | $3,636+38.1% | $4,003+25.5% | $4,348+15.5% |
| Admin fee / account holder | $148 | $890-83.4% | $4,006-96.3% | $1,944-92.4% |