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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $17,905 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,635 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $11,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,843 | $54,370+151.7% | $82,763+65.3% | $68,490+99.8% |
| Participation rate | 95.3% | 63.9%+31.4pp | 72.6%+22.8pp | 67.9%+27.5pp |
| Annual return | -13.87% | -13.67%-0.2pp | 702.45%-716.3pp | -7.85%-6.0pp |
| Employer contribution / active EE | $11,916 | $2,219+437.0% | $3,008+296.1% | $2,597+358.9% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $297 | $4,398-93.2% | $5,325-94.4% | $5,403-94.5% |