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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $10,271 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $8,800 |
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 | $84,563 | $57,330+47.5% | $86,656-2.4% | $75,177+12.5% |
| Participation rate | 70.7% | 63.2%+7.5pp | 71.7%-1.0pp | 67.2%+3.5pp |
| Annual return | 15.79% | 2675.40%-2659.6pp | 593.09%-577.3pp | 160.75%-145.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,885 | $3,320+47.1% | $4,439+10.1% | $4,126+18.4% |
| Admin fee / account holder | $184 | $4,115-95.5% | $5,619-96.7% | $5,651-96.7% |