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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 84-4826355 265 FRANKLIN STREET · BOSTON, MA 021103183 | Advisory (Plan) | $19,950 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $13,693 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 1 LIBRARY LN · KINGSTON, NH 038484404 | Accounting | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,155 | $60,989+93.7% | $60,919+94.0% | $66,949+76.5% |
| Participation rate | 91.2% | 74.5%+16.8pp | 73.1%+18.1pp | 69.8%+21.4pp |
| Annual return | -12.17% | -9.60%-2.6pp | 16.96%-29.1pp | 1.57%-13.7pp |
| Employer contribution / active EE | $3,325 | $2,661+25.0% | $2,704+23.0% | $2,545+30.6% |
| Participant deferral / active EE | $4,843 | $3,615+34.0% | $3,814+27.0% | $4,239+14.2% |
| Admin fee / account holder | $183 | $338-45.8% | $3,228-94.3% | $594-69.1% |