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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $19,065 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,877 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $7,780 |
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 | $92,858 | $46,596+99.3% | $64,099+44.9% | $75,181+23.5% |
| Participation rate | 93.8% | 65.9%+27.8pp | 72.3%+21.4pp | 67.2%+26.6pp |
| Annual return | 15.12% | 26.04%-10.9pp | 33.70%-18.6pp | 160.69%-145.6pp |
| Employer contribution / active EE | $3,249 | $1,975+64.5% | $2,748+18.2% | $2,671+21.7% |
| Participant deferral / active EE | $5,209 | $2,837+83.6% | $3,881+34.2% | $4,126+26.2% |
| Admin fee / account holder | $198 | $2,954-93.3% | $3,070-93.6% | $5,650-96.5% |