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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $7,974 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $7,000 |
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 | $69,430 | $60,139+15.4% | $90,461-23.2% | $79,856-13.1% |
| Participation rate | 91.5% | 65.0%+26.5pp | 72.7%+18.8pp | 69.6%+21.8pp |
| Annual return | 13.99% | 71.96%-58.0pp | 1294.76%-1280.8pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,763 | $2,939+130.1% | $3,964+70.6% | $3,741+80.8% |
| Admin fee / account holder | $145 | $3,978-96.3% | $5,617-97.4% | $5,306-97.3% |