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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $15,834 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $9,800 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,684 | $58,311+77.8% | $81,882+26.6% | $80,959+28.1% |
| Participation rate | 68.4% | 63.5%+4.9pp | 72.4%-4.0pp | 67.7%+0.8pp |
| Annual return | 22.36% | 41.85%-19.5pp | 779.47%-757.1pp | 35.67%-13.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,112 | $3,287+55.5% | $4,323+18.2% | $4,300+18.9% |
| Admin fee / account holder | $257 | $4,752-94.6% | $7,360-96.5% | $6,925-96.3% |