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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $15,897 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $10,200 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,805 |
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 | $118,510 | $61,125+93.9% | $94,057+26.0% | $87,485+35.5% |
| Participation rate | 67.6% | 64.1%+3.5pp | 73.3%-5.8pp | 68.9%-1.4pp |
| Annual return | 14.54% | 35.20%-20.7pp | 480.62%-466.1pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,980 | $3,260+83.4% | $4,709+27.0% | $4,274+39.9% |
| Admin fee / account holder | $277 | $5,629-95.1% | $7,244-96.2% | $7,775-96.4% |