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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,953 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $13,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,121 | $69,745+110.9% | $67,511+117.9% | $74,546+97.4% |
| Participation rate | 91.5% | 71.3%+20.2pp | 72.9%+18.7pp | 67.2%+24.3pp |
| Annual return | 12.26% | -40.37%+52.6pp | 3517.41%-3505.1pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $3,357 | $2,705+24.1% | $2,733+22.8% | $2,624+27.9% |
| Participant deferral / active EE | $4,734 | $3,636+30.2% | $4,000+18.3% | $4,347+8.9% |
| Admin fee / account holder | $190 | $894-78.7% | $3,999-95.2% | $1,944-90.2% |