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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $19,967 |
Service code 27 · EIN 87-3671331 | Advisory (Plan) | $17,317 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $9,145 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $5,366 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,372 | $48,327+99.4% | $67,575+42.6% | $80,935+19.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.97% | 18.31%-7.3pp | 3528.98%-3518.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $3,108 | $2,022+53.7% | $2,736+13.6% | $2,757+12.7% |
| Participant deferral / active EE | $5,050 | $2,927+72.5% | $4,003+26.1% | $4,299+17.5% |
| Admin fee / account holder | $219 | $3,692-94.1% | $3,993-94.5% | $6,924-96.8% |