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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $9,180 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $8,100 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,454 | $54,763+10.4% | $90,324-33.1% | $72,976-17.2% |
| Participation rate | 85.9% | 65.2%+20.7pp | 73.3%+12.6pp | 69.5%+16.4pp |
| Annual return | 16.94% | 30.63%-13.7pp | 78.15%-61.2pp | 81.02%-64.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,102 | $2,887+76.7% | $3,885+31.3% | $3,608+41.4% |
| Admin fee / account holder | $160 | $3,973-96.0% | $5,356-97.0% | $5,124-96.9% |