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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $10,232 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $7,250 |
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 | $80,193 | $65,440+22.5% | $98,506-18.6% | $85,851-6.6% |
| Participation rate | 84.4% | 65.0%+19.4pp | 73.3%+11.1pp | 69.3%+15.1pp |
| Annual return | 15.15% | 21.75%-6.6pp | 1494.92%-1479.8pp | 318.63%-303.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,338 | $3,168+68.5% | $4,277+24.8% | $3,952+35.1% |
| Admin fee / account holder | $158 | $4,596-96.6% | $5,955-97.3% | $6,261-97.5% |