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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $20,222 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $10,750 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,138 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,588 | $65,434+146.9% | $98,483+64.1% | $85,847+88.2% |
| Participation rate | 95.7% | 65.0%+30.7pp | 73.3%+22.4pp | 69.3%+26.4pp |
| Annual return | 14.66% | 21.75%-7.1pp | 1494.38%-1479.7pp | 318.61%-304.0pp |
| Employer contribution / active EE | $8,954 | $2,169+312.8% | $2,961+202.4% | $2,565+249.0% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $254 | $4,595-94.5% | $5,953-95.7% | $6,261-95.9% |