Filed February 28, 2023
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $29,870 |
BEDERSON LLP4 years Service code 10 · EIN 22-2978848 | Accounting | $14,833 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 46-2648231 | Accounting | $11,616 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,565 | $69,745+68.6% | $67,511+74.1% | $74,546+57.7% |
| Participation rate | 96.1% | 71.3%+24.7pp | 72.9%+23.2pp | 67.2%+28.8pp |
| Annual return | 14.12% | -40.37%+54.5pp | 3517.41%-3503.3pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $5,995 | $2,705+121.6% | $2,733+119.4% | $2,624+128.4% |
| Participant deferral / active EE | $7,210 | $3,636+98.3% | $4,000+80.2% | $4,347+65.8% |
| Admin fee / account holder | $178 | $894-80.1% | $3,999-95.5% | $1,944-90.8% |