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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 | $69,708+111.1% | $67,560+117.8% | $74,478+97.5% |
| Participation rate | 91.5% | 71.4%+20.1pp | 72.9%+18.6pp | 67.2%+24.3pp |
| Annual return | 12.26% | -40.67%+52.9pp | 3533.50%-3521.2pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $3,357 | $2,715+23.6% | $2,737+22.7% | $2,626+27.8% |
| Participant deferral / active EE | $4,734 | $3,637+30.2% | $4,004+18.2% | $4,350+8.8% |
| Admin fee / account holder | $190 | $887-78.5% | $3,994-95.2% | $1,946-90.2% |