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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 84-4826355 | Advisory (Plan) | $19,950 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $13,193 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $11,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,490 | $65,582+111.2% | $64,101+116.1% | $71,511+93.7% |
| Participation rate | 92.0% | 73.2%+18.8pp | 72.3%+19.7pp | 67.9%+24.1pp |
| Annual return | 15.15% | 18.96%-3.8pp | 33.72%-18.6pp | 28.86%-13.7pp |
| Employer contribution / active EE | $3,535 | $2,671+32.4% | $2,749+28.6% | $2,589+36.5% |
| Participant deferral / active EE | $4,887 | $3,628+34.7% | $3,881+25.9% | $4,291+13.9% |
| Admin fee / account holder | $194 | $616-68.5% | $3,070-93.7% | $1,588-87.8% |