Filed October 26, 2022 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $31,591 |
WELL AND GOOD LLC5 years Service code 27 · EIN 27-0984119 | Advisory (Plan) | $3,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,874 | $83,884+119.2% | $64,101+186.9% | $74,460+146.9% |
| Participation rate | 99.2% | 76.6%+22.6pp | 72.3%+26.9pp | 70.7%+28.4pp |
| Annual return | 14.67% | 16.57%-1.9pp | 33.72%-19.1pp | 34.38%-19.7pp |
| Employer contribution / active EE | $6,071 | $3,084+96.9% | $2,749+120.9% | $2,638+130.1% |
| Participant deferral / active EE | $8,071 | $3,692+118.6% | $3,881+108.0% | $4,530+78.2% |
| Admin fee / account holder | $52 | $196-73.5% | $3,070-98.3% | $348-85.1% |