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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KAHN, LITWIN, RENZA & CO. Service code 10 · EIN 05-0409384 | Accounting | $7,090 |
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $240 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,874 | $69,774+67.5% | $67,575+73.0% | $74,459+57.0% |
| Participation rate | 92.3% | 71.4%+20.9pp | 72.9%+19.4pp | 67.2%+25.1pp |
| Annual return | 12.47% | -40.53%+53.0pp | 3528.98%-3516.5pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $2,925 | $2,710+7.9% | $2,736+6.9% | $2,626+11.4% |
| Participant deferral / active EE | $5,511 | $3,636+51.6% | $4,003+37.7% | $4,350+26.7% |
| Admin fee / account holder | $38 | $890-95.8% | $3,993-99.1% | $1,945-98.1% |