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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $22,134 |
Service code 27 · EIN 87-3671331 | Advisory (Plan) | $18,206 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $10,000 |
TRANSCEND CAPITAL ADVISORS LLC1 year Service code 99 · EIN 04-3499945 | Other Fees | $6,670 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,035 | $47,479+131.8% | $62,929+74.9% | $82,448+33.5% |
| Participation rate | 91.5% | 66.9%+24.6pp | 73.1%+18.4pp | 68.1%+23.4pp |
| Annual return | 14.66% | 20.34%-5.7pp | 1063.93%-1049.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,243 | $1,885+72.0% | $2,505+29.5% | $2,551+27.1% |
| Participant deferral / active EE | $5,486 | $2,870+91.1% | $3,888+41.1% | $4,139+32.5% |
| Admin fee / account holder | $245 | $3,804-93.6% | $5,065-95.2% | $7,234-96.6% |