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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $30,839 |
EISNERAMPER LLP4 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $15,000 |
WELL AND GOOD LLC5+ years Service code 16 · EIN 27-0984119 | Consulting | $8,000 |
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 | $214,890 | $84,948+153.0% | $70,462+205.0% | $73,412+192.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 14.19% | 13.39%+0.8pp | 109.08%-94.9pp | 59.30%-45.1pp |
| Employer contribution / active EE | $12,656 | $2,834+346.6% | $2,737+362.3% | $2,234+466.6% |
| Participant deferral / active EE | $11,914 | $3,387+251.8% | $3,710+221.2% | $3,806+213.1% |
| Admin fee / account holder | $58 | $98-40.6% | $3,845-98.5% | $158-63.1% |