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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 | $51,638+129.5% | $68,368+73.3% | $82,448+43.7% |
| Participation rate | 67.6% | 63.6%+4.0pp | 73.8%-6.2pp | 68.1%-0.5pp |
| Annual return | 14.54% | 37.53%-23.0pp | 292.57%-278.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,980 | $2,914+105.3% | $4,123+45.1% | $4,139+44.5% |
| Admin fee / account holder | $277 | $4,643-94.0% | $5,150-94.6% | $7,234-96.2% |