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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 | $69,774+110.9% | $67,561+117.8% | $74,429+97.7% |
| Participation rate | 91.5% | 71.4%+20.2pp | 72.9%+18.6pp | 67.2%+24.3pp |
| Annual return | 12.26% | -40.53%+52.8pp | 3525.44%-3513.2pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $3,357 | $2,710+23.8% | $2,735+22.7% | $2,625+27.9% |
| Participant deferral / active EE | $4,734 | $3,636+30.2% | $4,003+18.3% | $4,348+8.9% |
| Admin fee / account holder | $190 | $890-78.6% | $4,006-95.2% | $1,944-90.2% |