Filed April 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $37,596 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $13,875 |
Service code 99 · EIN 04-2530412 | Other Fees | $5,327 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,038 | $65,084+105.9% | $67,681+98.0% | $64,340+108.3% |
| Participation rate | 73.1% | 66.7%+6.3pp | 73.7%-0.7pp | 55.2%+17.8pp |
| Annual return | 14.31% | 20.50%-6.2pp | 590.58%-576.3pp | 24.14%-9.8pp |
| Employer contribution / active EE | $4,392 | $2,398+83.1% | $2,678+64.0% | $1,862+135.9% |
| Participant deferral / active EE | $4,527 | $3,210+41.0% | $3,976+13.9% | $2,980+51.9% |
| Admin fee / account holder | $213 | $1,415-84.9% | $6,100-96.5% | $3,703-94.2% |