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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $15,470 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,008 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $10,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,087 | $60,139+136.3% | $90,461+57.1% | $79,856+77.9% |
| Participation rate | 97.9% | 65.0%+32.9pp | 72.7%+25.2pp | 69.6%+28.3pp |
| Annual return | 14.13% | 71.96%-57.8pp | 1294.76%-1280.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $11,099 | $2,069+436.5% | $3,264+240.1% | $2,471+349.1% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $293 | $3,978-92.6% | $5,617-94.8% | $5,306-94.5% |