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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $25,347 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $14,100 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,195 |
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 | $207,891 | $51,638+302.6% | $68,368+204.1% | $82,448+152.1% |
| Participation rate | 89.7% | 63.6%+26.1pp | 73.8%+16.0pp | 68.1%+21.7pp |
| Annual return | 14.54% | 37.53%-23.0pp | 292.57%-278.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $11,391 | $2,047+456.6% | $2,649+330.0% | $2,551+346.5% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $388 | $4,643-91.6% | $5,150-92.5% | $7,234-94.6% |