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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,993 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $6,500 |
WELL AND GOOD LLC2 years Service code 16 · EIN 27-0984119 | Consulting | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,742 | $42,917+29.9% | $60,899-8.5% | $68,495-18.6% |
| Participation rate | 98.2% | 66.8%+31.4pp | 73.1%+25.1pp | 67.9%+30.3pp |
| Annual return | -15.16% | -13.99%-1.2pp | 16.92%-32.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,986 | $1,979+152.0% | $2,702+84.5% | $2,596+92.0% |
| Participant deferral / active EE | $4,495 | $2,867+56.8% | $3,817+17.8% | $4,028+11.6% |
| Admin fee / account holder | $324 | $3,102-89.5% | $3,225-89.9% | $5,403-94.0% |